Commonwealth Financial Services’s Loar Holdings LOAR Stock Holding History

Commonwealth Financial Services’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	$274K	Buy	+4,460	New	+$314K	0.05%	192

Other funds holding LOAR

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

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Clearview Wealth Management Irvine, California $133M AUM

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Commonwealth Financial Services's LOAR Position: Q3 2026 in Review

Commonwealth Financial Services opened a new position in Loar Holdings (LOAR) in Q3 2026: 4,460 shares worth $274K. The stake represents 0.05% of the portfolio and ranks #192 among its holdings.

42 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

Commonwealth Financial Services held 4,460 shares of Loar Holdings worth $274K as of Q3 2026.
Loar Holdings was a new Commonwealth Financial Services position in Q3 2026.
Loar Holdings made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #192 holding.
42 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.