FFA
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Farther Finance Advisors’s Loar Holdings LOAR Stock Holding History

Farther Finance Advisors’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 		$369K Buy
5,990
+4,395
+276% +$310K ﹤0.01% 1833
2026
Q2 		$128K Buy
1,595
+407
+34% +$25.9K ﹤0.01% 2534
2026
Q1 		$69.5K Buy
1,188
+146
+14% +$9.85K ﹤0.01% 2763
2025
Q4 		$70.9K Buy
1,042
+533
+105% +$38.9K ﹤0.01% 2571
2025
Q3 		$40.7K Buy
509
+503
+8,383% +$37.8K ﹤0.01% 2563
2025
Q2 		$517 Buy
+6
New +$519 ﹤0.01% 4033

Other funds holding LOAR

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors's LOAR Position: Q3 2026 in Review

Farther Finance Advisors increased its Loar Holdings (LOAR) stake by 276% in Q3 2026, buying an estimated $310K and bringing the position to 5,990 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

Farther Finance Advisors first reported a position in LOAR in Q2 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

  • Farther Finance Advisors held 5,990 shares of Loar Holdings worth $369K as of Q3 2026.
  • Farther Finance Advisors bought 4,395 Loar Holdings shares in Q3 2026, an estimated $310K.
  • Loar Holdings made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1833 holding.
  • Farther Finance Advisors first reported a position in Loar Holdings in Q2 2025 and has held it in 6 quarters since.
  • 20 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.