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Beacon Investment Advisory Services’s Loar Holdings LOAR Stock Holding History

Beacon Investment Advisory Services’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 		$8.06K Hold
100
– – ﹤0.01% 642
2026
Q1 		$5.73K Buy
+100
New +$6.74K ﹤0.01% 689

Other funds holding LOAR

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Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beacon Investment Advisory Services's LOAR Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Loar Holdings (LOAR) position steady in Q2 2026 at 100 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Beacon Investment Advisory Services first reported a position in LOAR in Q1 2026 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Beacon Investment Advisory Services held 100 shares of Loar Holdings worth $8.06K as of Q2 2026.
  • Beacon Investment Advisory Services left its Loar Holdings share count unchanged in Q2 2026.
  • Loar Holdings made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #642 holding.
  • Beacon Investment Advisory Services first reported a position in Loar Holdings in Q1 2026 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.