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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
OAP
One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

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. 34 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.
  • 34 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.