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Brinker Capital Investments’s Loar Holdings LOAR Stock Holding History

Brinker Capital Investments’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 		$454K Buy
5,631
+1,560
+38% +$99.4K ﹤0.01% 1507
2026
Q1 		$233K Buy
+4,071
New +$275K ﹤0.01% 1786
2025
Q4 		– Sell
-4,933
Closed -$395K – 2203
2025
Q3 		$395K Buy
4,933
+2,244
+83% +$169K ﹤0.01% 1648
2025
Q2 		$232K Buy
+2,689
New +$233K ﹤0.01% 1826
2025
Q1 		– Sell
-2,950
Closed -$218K – 1993
2024
Q4 		$218K Sell
2,950
-688
-19% -$56.4K ﹤0.01% 1710
2024
Q3 		$271K Sell
3,638
-814
-18% -$54K ﹤0.01% 1562
2024
Q2 		$238K Buy
+4,452
New +$241K ﹤0.01% 1559

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Capital International Investors
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

Brinker Capital Investments's LOAR Position: Q2 2026 in Review

Brinker Capital Investments increased its Loar Holdings (LOAR) stake by 38% in Q2 2026, buying an estimated $99.4K and bringing the position to 5,631 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Brinker Capital Investments first reported a position in LOAR in Q2 2024 and has held it in 7 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Brinker Capital Investments held 5,631 shares of Loar Holdings worth $454K as of Q2 2026.
  • Brinker Capital Investments bought 1,560 Loar Holdings shares in Q2 2026, an estimated $99.4K.
  • Loar Holdings made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1507 holding.
  • Brinker Capital Investments first reported a position in Loar Holdings in Q2 2024 and has held it in 7 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.