Bank of New York Mellon
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Bank of New York Mellon’s Loar Holdings LOAR Stock Holding History

Bank of New York Mellon’s Portfolio LOAR Stock Details LOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57M Sell
707,403
-225,813
-24% -$14.4M 0.01% 979
2026
Q1 		$53.5M Buy
933,216
+833,626
+837% +$56.2M 0.01% 957
2025
Q4 		$6.77M Buy
99,590
+2,110
+2% +$154K ﹤0.01% 2149
2025
Q3 		$7.8M Sell
97,480
-3,055
-3% -$230K ﹤0.01% 2073
2025
Q2 		$8.66M Buy
100,535
+12,914
+15% +$1.12M ﹤0.01% 1977
2025
Q1 		$6.19M Buy
87,621
+4,430
+5% +$320K ﹤0.01% 2107
2024
Q4 		$6.15M Buy
83,191
+56,371
+210% +$4.62M ﹤0.01% 2181
2024
Q3 		$2M Buy
26,820
+18,604
+226% +$1.23M ﹤0.01% 2741
2024
Q2 		$439K Buy
+8,216
New +$445K ﹤0.01% 3648

Other funds holding LOAR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
OAP
One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Bank of New York Mellon's LOAR Position: Q2 2026 in Review

Bank of New York Mellon reduced its Loar Holdings (LOAR) stake by 24% in Q2 2026, selling an estimated $14.4M and leaving 707,403 shares worth $57M. The position accounts for 0.01% of the portfolio, ranked #979.

Bank of New York Mellon first reported a position in LOAR in Q2 2024 and has held it in 9 quarters since. 133 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Bank of New York Mellon held 707,403 shares of Loar Holdings worth $57M as of Q2 2026.
  • Bank of New York Mellon sold 225,813 Loar Holdings shares in Q2 2026, an estimated $14.4M.
  • Loar Holdings made up 0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #979 holding.
  • Bank of New York Mellon first reported a position in Loar Holdings in Q2 2024 and has held it in 9 quarters since.
  • 133 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.