Gerald Baker Financial Group’s Loar Holdings LOAR Stock Holding History

Gerald Baker Financial Group’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	$266K	Buy	+3,300	New	+$210K	0.08%	115

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Gerald Baker Financial Group's LOAR Position: Q2 2026 in Review

Gerald Baker Financial Group opened a new position in Loar Holdings (LOAR) in Q2 2026: 3,300 shares worth $266K. The stake represents 0.08% of the portfolio and ranks #115 among its holdings.

280 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

Gerald Baker Financial Group held 3,300 shares of Loar Holdings worth $266K as of Q2 2026.
Loar Holdings was a new Gerald Baker Financial Group position in Q2 2026.
Loar Holdings made up 0.08% of Gerald Baker Financial Group's portfolio in Q2 2026, its #115 holding.
280 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.