LPL Financial
SARO

LPL Financial’s StandardAero Inc SARO Stock Holding History

LPL Financial’s Portfolio SARO Stock Details SARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.13M Buy
71,179
+20,720
+41% +$545K ﹤0.01% 3679
2026
Q1 		$1.3M Buy
50,459
+6,417
+15% +$191K ﹤0.01% 3919
2025
Q4 		$1.26M Buy
44,042
+9,619
+28% +$262K ﹤0.01% 3827
2025
Q3 		$939K Buy
34,423
+14,395
+72% +$404K ﹤0.01% 4058
2025
Q2 		$634K Buy
20,028
+12,401
+163% +$348K ﹤0.01% 4177
2025
Q1 		$203K Buy
+7,627
New +$203K ﹤0.01% 4860

Other funds holding SARO

CG
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
MDSL
M.D. Sass LLC New York $1.53B AUM 30.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

LPL Financial's SARO Position: Q2 2026 in Review

LPL Financial increased its StandardAero Inc (SARO) stake by 41% in Q2 2026, buying an estimated $545K and bringing the position to 71,179 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3679.

LPL Financial first reported a position in SARO in Q1 2025 and has held it in 6 quarters since. 153 funds tracked by Wall St. Rank hold SARO as of Q2 2026.

  • LPL Financial held 71,179 shares of StandardAero Inc worth $2.13M as of Q2 2026.
  • LPL Financial bought 20,720 StandardAero Inc shares in Q2 2026, an estimated $545K.
  • StandardAero Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3679 holding.
  • LPL Financial first reported a position in StandardAero Inc in Q1 2025 and has held it in 6 quarters since.
  • 153 funds tracked by Wall St. Rank held StandardAero Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.