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Lindbrook Capital’s Loar Holdings LOAR Stock Holding History

Lindbrook Capital’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
2025
Q1 		$3.46K Buy
49
+9
+23% +$649 ﹤0.01% 2100
2024
Q4 		$2.96K Hold
40
– – ﹤0.01% 2186
2024
Q3 		$2.98K Buy
+40
New +$2.65K ﹤0.01% 2221

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lindbrook Capital's LOAR Position: Q1 2025 in Review

Lindbrook Capital increased its Loar Holdings (LOAR) stake by 23% in Q1 2025, buying an estimated $649 and bringing the position to 49 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

Lindbrook Capital first reported a position in LOAR in Q3 2024 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold LOAR as of Q1 2025.

  • Lindbrook Capital held 49 shares of Loar Holdings worth $3.46K as of Q1 2025.
  • Lindbrook Capital bought 9 Loar Holdings shares in Q1 2025, an estimated $649.
  • Loar Holdings made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2100 holding.
  • Lindbrook Capital first reported a position in Loar Holdings in Q3 2024 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.