EF
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Empowered Funds’s Loar Holdings LOAR Stock Holding History

Empowered Funds’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
Q2 		$1.53M Sell
18,985
-4,121
-18% -$263K 0.01% 1314
2026
Q1 		$1.32M Buy
23,106
+14,943
+183% +$1.01M 0.01% 1295
2025
Q4 		$555K Sell
8,163
-7,729
-49% -$563K 0.01% 733
2025
Q3 		$1.27M Buy
15,892
+11,361
+251% +$854K 0.01% 1101
2025
Q2 		$390K Buy
+4,531
New +$392K ﹤0.01% 1405

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Empowered Funds's LOAR Position: Q2 2026 in Review

Empowered Funds reduced its Loar Holdings (LOAR) stake by 18% in Q2 2026, selling an estimated $263K and leaving 18,985 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #1314.

Empowered Funds first reported a position in LOAR in Q2 2025 and has held it in 5 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Empowered Funds held 18,985 shares of Loar Holdings worth $1.53M as of Q2 2026.
  • Empowered Funds sold 4,121 Loar Holdings shares in Q2 2026, an estimated $263K.
  • Loar Holdings made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1314 holding.
  • Empowered Funds first reported a position in Loar Holdings in Q2 2025 and has held it in 5 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.