Cyndeo Wealth Partners’s Loar Holdings LOAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$257K Buy
+4,176
New +$294K 0.01% 488

Other funds holding LOAR

Cyndeo Wealth Partners's LOAR Position: Q3 2026 in Review

Cyndeo Wealth Partners opened a new position in Loar Holdings (LOAR) in Q3 2026: 4,176 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #488 among its holdings.

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

  • Cyndeo Wealth Partners held 4,176 shares of Loar Holdings worth $257K as of Q3 2026.
  • Loar Holdings was a new Cyndeo Wealth Partners position in Q3 2026.
  • Loar Holdings made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #488 holding.
  • 237 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.