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Larson Financial Group’s Loar Holdings LOAR Stock Holding History

Larson 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 		$7.98K Sell
99
-42
-30% -$2.68K ﹤0.01% 2537
2026
Q1 		$8.08K Buy
141
+108
+327% +$7.28K ﹤0.01% 2364
2025
Q4 		$2.24K Sell
33
-222
-87% -$16.2K ﹤0.01% 2751
2025
Q3 		$20.4K Buy
255
+250
+5,000% +$18.8K ﹤0.01% 1636
2025
Q2 		$431 Sell
5
-8
-62% -$692 ﹤0.01% 2901
2025
Q1 		$918 Buy
+13
New +$938 ﹤0.01% 2412

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

Larson Financial Group's LOAR Position: Q2 2026 in Review

Larson Financial Group reduced its Loar Holdings (LOAR) stake by 30% in Q2 2026, selling an estimated $2.68K and leaving 99 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Larson Financial Group first reported a position in LOAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $20.4K in Q3 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Larson Financial Group held 99 shares of Loar Holdings worth $7.98K as of Q2 2026.
  • Larson Financial Group sold 42 Loar Holdings shares in Q2 2026, an estimated $2.68K.
  • Loar Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2537 holding.
  • Larson Financial Group first reported a position in Loar Holdings in Q1 2025 and has held it in 6 quarters since.
  • Larson Financial Group's Loar Holdings position peaked at $20.4K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

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