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Burkett Financial Services’s Loar Holdings LOAR Stock Holding History

Burkett Financial 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 		$9.51M Sell
118,000
-7,000
-6% -$446K 2.98% 10
2026
Q1 		$7.16M Hold
125,000
– – 2.45% 10
2025
Q4 		$8.5M Hold
125,000
– – 2.9% 10
2025
Q3 		$10M Hold
125,000
– – 3.45% 9
2025
Q2 		$10.8M Buy
+125,000
New +$10.8M 3.88% 9

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

Burkett Financial Services's LOAR Position: Q2 2026 in Review

Burkett Financial Services reduced its Loar Holdings (LOAR) stake by 5.6% in Q2 2026, selling an estimated $446K and leaving 118,000 shares worth $9.51M. The position accounts for 2.98% of the portfolio, ranked #10.

Burkett Financial Services first reported a position in LOAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.8M in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Burkett Financial Services held 118,000 shares of Loar Holdings worth $9.51M as of Q2 2026.
  • Burkett Financial Services sold 7,000 Loar Holdings shares in Q2 2026, an estimated $446K.
  • Loar Holdings made up 2.98% of Burkett Financial Services's portfolio in Q2 2026, its #10 holding.
  • Burkett Financial Services first reported a position in Loar Holdings in Q2 2025 and has held it in 5 quarters since.
  • Burkett Financial Services's Loar Holdings position peaked at $10.8M in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.