Empirical Wealth Management’s Loar Holdings LOAR Stock Holding History

Empirical Wealth Management’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	$2.08M	Buy	33,831 +128	+0.4%	+$9.02K	0.03%	286
2026 Q2	$2.72M	Hold	33,703	–	–	0.04%	231
2026 Q1	$1.93M	Hold	33,703	–	–	0.03%	254
2025 Q4	$2.29M	Hold	33,703	–	–	0.04%	235
2025 Q3	$2.7M	Hold	33,703	–	–	0.05%	207
2025 Q2	$2.9M	Buy	+33,703	New	+$2.92M	0.07%	184
2025 Q1	–	Sell	-68,372	Closed	-$5.05M	–	722
2024 Q4	$5.05M	Buy	+68,372	New	+$5.6M	0.14%	116

Other funds holding LOAR

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

One Advisory Partners Overland Park, Kansas $370M AUM 11.55% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

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

Empirical Wealth Management's LOAR Position: Q3 2026 in Review

Empirical Wealth Management increased its Loar Holdings (LOAR) stake by 0.38% in Q3 2026, buying an estimated $9.02K and bringing the position to 33,831 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #286.

Empirical Wealth Management first reported a position in LOAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.05M in Q4 2024. 129 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

Empirical Wealth Management held 33,831 shares of Loar Holdings worth $2.08M as of Q3 2026.
Empirical Wealth Management bought 128 Loar Holdings shares in Q3 2026, an estimated $9.02K.
Loar Holdings made up 0.03% of Empirical Wealth Management's portfolio in Q3 2026, its #286 holding.
Empirical Wealth Management first reported a position in Loar Holdings in Q4 2024 and has held it in 7 quarters since.
Empirical Wealth Management's Loar Holdings position peaked at $5.05M in Q4 2024.
129 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.