JWA
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JFS Wealth Advisors’s Loar Holdings LOAR Stock Holding History

JFS Wealth 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
Q2 		$323 Sell
4
-3
-43% -$191 ﹤0.01% 2049
2026
Q1 		$402 Sell
7
-1
-13% -$67 ﹤0.01% 1785
2025
Q4 		$544 Buy
+8
New +$583 ﹤0.01% 1791

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

JFS Wealth Advisors's LOAR Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Loar Holdings (LOAR) stake by 43% in Q2 2026, selling an estimated $191 and leaving 4 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

JFS Wealth Advisors first reported a position in LOAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $544 in Q4 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • JFS Wealth Advisors held 4 shares of Loar Holdings worth $323 as of Q2 2026.
  • JFS Wealth Advisors sold 3 Loar Holdings shares in Q2 2026, an estimated $191.
  • Loar Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2049 holding.
  • JFS Wealth Advisors first reported a position in Loar Holdings in Q4 2025 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Loar Holdings position peaked at $544 in Q4 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.