Capital Advisors Ltd’s Loar Holdings LOAR Stock Holding History

Capital Advisors Ltd’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 Q3	$0	Hold	2	–	–	﹤0.01%	1674
2026 Q2	$0	Buy	+2	New	+$127	﹤0.01%	1612

Other funds holding LOAR

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital Advisors Ltd's LOAR Position: Q3 2026 in Review

Capital Advisors Ltd held its Loar Holdings (LOAR) position steady in Q3 2026 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

Capital Advisors Ltd first reported a position in LOAR in Q2 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

Capital Advisors Ltd held 2 shares of Loar Holdings worth $0 as of Q3 2026.
Capital Advisors Ltd left its Loar Holdings share count unchanged in Q3 2026.
Loar Holdings made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1674 holding.
Capital Advisors Ltd first reported a position in Loar Holdings in Q2 2026 and has held it in 2 quarters since.
158 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.