MassMutual Private Wealth & Trust’s Loar Holdings LOAR Stock Holding History

MassMutual Private Wealth & Trust’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 Q3	$14.6K	Buy	237 +4	+2%	+$282	﹤0.01%	1179
2026 Q2	$18.8K	Buy	233 +96	+70%	+$6.12K	﹤0.01%	1133
2026 Q1	$7.85K	Sell	137 -24	-15%	-$1.62K	﹤0.01%	1465
2025 Q4	$10.9K	Buy	161 +8	+5%	+$583	﹤0.01%	1347
2025 Q3	$12.2K	Buy	153 +2	+1%	+$150	﹤0.01%	1310
2025 Q2	$13K	Buy	151 +43	+40%	+$3.72K	﹤0.01%	1253
2025 Q1	$7.63K	Buy	+108	New	+$7.79K	﹤0.01%	1400

Other funds holding LOAR

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

MassMutual Private Wealth & Trust's LOAR Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its Loar Holdings (LOAR) stake by 1.7% in Q3 2026, buying an estimated $282 and bringing the position to 237 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

MassMutual Private Wealth & Trust first reported a position in LOAR in Q1 2025 and has held it in 7 quarters since. The position peaked at $18.8K in Q2 2026. 20 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

MassMutual Private Wealth & Trust held 237 shares of Loar Holdings worth $14.6K as of Q3 2026.
MassMutual Private Wealth & Trust bought 4 Loar Holdings shares in Q3 2026, an estimated $282.
Loar Holdings made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1179 holding.
MassMutual Private Wealth & Trust first reported a position in Loar Holdings in Q1 2025 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's Loar Holdings position peaked at $18.8K in Q2 2026.
20 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.