Jones Financial Companies
LOAR icon

Jones Financial Companies’s Loar Holdings LOAR Stock Holding History

Jones Financial Companies’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 		$2.09M Buy
26,390
+1,361
+5% +$86.8K ﹤0.01% 1561
2026
Q1 		$1.4M Buy
25,029
+24,939
+27,710% +$1.68M ﹤0.01% 1585
2025
Q4 		$6.12K Buy
90
+65
+260% +$4.74K ﹤0.01% 3421
2025
Q3 		$1.98K Buy
+25
New +$1.88K ﹤0.01% 3695
2025
Q1 		– Sell
-6
Closed -$443 – 3885
2024
Q4 		$443 Hold
6
– – ﹤0.01% 3240
2024
Q3 		$446 Buy
+6
New +$398 ﹤0.01% 2899

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

Jones Financial Companies's LOAR Position: Q2 2026 in Review

Jones Financial Companies increased its Loar Holdings (LOAR) stake by 5.4% in Q2 2026, buying an estimated $86.8K and bringing the position to 26,390 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Jones Financial Companies first reported a position in LOAR in Q3 2024 and has held it in 6 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Jones Financial Companies held 26,390 shares of Loar Holdings worth $2.09M as of Q2 2026.
  • Jones Financial Companies bought 1,361 Loar Holdings shares in Q2 2026, an estimated $86.8K.
  • Loar Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1561 holding.
  • Jones Financial Companies first reported a position in Loar Holdings in Q3 2024 and has held it in 6 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.