PFBT
LOAR icon

Parkside Financial Bank & Trust’s Loar Holdings LOAR Stock Holding History

Parkside Financial Bank & 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
Q1 		$573 Hold
10
– – ﹤0.01% 2539
2025
Q4 		$680 Buy
+10
New +$729 ﹤0.01% 2483
2025
Q3 		– Sell
-2
Closed -$173 – 2828
2025
Q2 		$173 Buy
+2
New +$173 ﹤0.01% 2678

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

Parkside Financial Bank & Trust's LOAR Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its Loar Holdings (LOAR) position steady in Q1 2026 at 10 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

Parkside Financial Bank & Trust first reported a position in LOAR in Q2 2025 and has held it in 3 quarters since. The position peaked at $680 in Q4 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Parkside Financial Bank & Trust held 10 shares of Loar Holdings worth $573 as of Q1 2026.
  • Parkside Financial Bank & Trust left its Loar Holdings share count unchanged in Q1 2026.
  • Loar Holdings made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #2539 holding.
  • Parkside Financial Bank & Trust first reported a position in Loar Holdings in Q2 2025 and has held it in 3 quarters since.
  • Parkside Financial Bank & Trust's Loar Holdings position peaked at $680 in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.