CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Loar Holdings LOAR Stock Holding History

CAPTRUST Financial Advisors’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 		$1.01M Buy
12,574
+706
+6% +$45K ﹤0.01% 1737
2026
Q1 		$680K Buy
11,868
+34
+0.3% +$2.29K ﹤0.01% 1828
2025
Q4 		$805K Sell
11,834
-321
-3% -$23.4K ﹤0.01% 1624
2025
Q3 		$972K Buy
12,155
+8
+0.1% +$602 ﹤0.01% 1444
2025
Q2 		$1.05M Buy
12,147
+214
+2% +$18.5K ﹤0.01% 1329
2025
Q1 		$843K Buy
11,933
+998
+9% +$72K ﹤0.01% 1373
2024
Q4 		$808K Buy
10,935
+464
+4% +$38K ﹤0.01% 1347
2024
Q3 		$781K Buy
10,471
+938
+10% +$62.2K ﹤0.01% 1331
2024
Q2 		$509K Buy
+9,533
New +$517K ﹤0.01% 1488

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

CAPTRUST Financial Advisors's LOAR Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Loar Holdings (LOAR) stake by 5.9% in Q2 2026, buying an estimated $45K and bringing the position to 12,574 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

CAPTRUST Financial Advisors first reported a position in LOAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • CAPTRUST Financial Advisors held 12,574 shares of Loar Holdings worth $1.01M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 706 Loar Holdings shares in Q2 2026, an estimated $45K.
  • Loar Holdings made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1737 holding.
  • CAPTRUST Financial Advisors first reported a position in Loar Holdings in Q2 2024 and has held it in 9 quarters since.
  • CAPTRUST Financial Advisors's Loar Holdings position peaked at $1.05M in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.