Cetera Investment Advisers
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Cetera Investment Advisers’s Loar Holdings LOAR Stock Holding History

Cetera Investment Advisers’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 		$1.83M Buy
22,716
+5,929
+35% +$378K ﹤0.01% 2457
2026
Q1 		$962K Buy
16,787
+11,999
+251% +$809K ﹤0.01% 2940
2025
Q4 		$326K Buy
+4,788
New +$349K ﹤0.01% 3834

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 $3.38T AUM 44.17% 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

Cetera Investment Advisers's LOAR Position: Q2 2026 in Review

Cetera Investment Advisers increased its Loar Holdings (LOAR) stake by 35% in Q2 2026, buying an estimated $378K and bringing the position to 22,716 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2457.

Cetera Investment Advisers first reported a position in LOAR in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Cetera Investment Advisers held 22,716 shares of Loar Holdings worth $1.83M as of Q2 2026.
  • Cetera Investment Advisers bought 5,929 Loar Holdings shares in Q2 2026, an estimated $378K.
  • Loar Holdings made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2457 holding.
  • Cetera Investment Advisers first reported a position in Loar Holdings in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.