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
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 $4.64B AUM 1.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Cetera Investment Advisers's LOAR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Loar Holdings (LOAR) stake by 251% in Q1 2026, buying an estimated $809K and bringing the position to 16,787 shares worth $962K. The position accounts for ﹤0.01% of the portfolio, ranked #2940.

Cetera Investment Advisers first reported a position in LOAR in Q4 2025 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Cetera Investment Advisers held 16,787 shares of Loar Holdings worth $962K as of Q1 2026.
  • Cetera Investment Advisers bought 11,999 Loar Holdings shares in Q1 2026, an estimated $809K.
  • Loar Holdings made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2940 holding.
  • Cetera Investment Advisers first reported a position in Loar Holdings in Q4 2025 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.