KAS
LOAR icon

Kestra Advisory Services’s Loar Holdings LOAR Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-981
Closed -$66.7K – 4469
2025
Q4 		$66.7K Buy
+981
New +$71.5K ﹤0.01% 3756

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kestra Advisory Services's LOAR Position: Q1 2026 in Review

Kestra Advisory Services sold out of Loar Holdings (LOAR) in Q1 2026, closing a stake of 981 shares — an estimated $66.7K sold.

Kestra Advisory Services first reported a position in LOAR in Q4 2025 and held it in 1 quarter. The position peaked at $66.7K in Q4 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Kestra Advisory Services reported no remaining Loar Holdings position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 981 Loar Holdings shares in Q1 2026, an estimated $66.7K.
  • Kestra Advisory Services first reported a position in Loar Holdings in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Loar Holdings position peaked at $66.7K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.