CIBC Private Wealth Group
LOAR icon

CIBC Private Wealth Group’s Loar Holdings LOAR Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$204 Buy
+3
New +$219 ﹤0.01% 3211
2025
Q3 		– Sell
-1
Closed -$86 – 3332
2025
Q2 		$86 Sell
1
-4
-80% -$346 ﹤0.01% 2977
2025
Q1 		$376 Buy
+5
New +$361 ﹤0.01% 2917

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

CIBC Private Wealth Group's LOAR Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in Loar Holdings (LOAR) in Q4 2025: 3 shares worth $204. The stake represents ﹤0.01% of the portfolio and ranks #3211 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in LOAR as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in LOAR in Q1 2025 and has held it in 3 quarters since. The position peaked at $376 in Q1 2025. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

  • CIBC Private Wealth Group held 3 shares of Loar Holdings worth $204 as of Q4 2025.
  • Loar Holdings was a new CIBC Private Wealth Group position in Q4 2025.
  • Loar Holdings made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3211 holding.
  • CIBC Private Wealth Group first reported a position in Loar Holdings in Q1 2025 and has held it in 3 quarters since.
  • CIBC Private Wealth Group's Loar Holdings position peaked at $376 in Q1 2025.
  • 241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.