Pathstone Holdings
LOAR icon

Pathstone Holdings’s Loar Holdings LOAR Stock Holding History

Pathstone Holdings’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 		$4.63M Buy
57,439
+46,228
+412% +$2.95M 0.01% 677
2026
Q1 		$642K Sell
11,211
-3,046
-21% -$205K ﹤0.01% 1630
2025
Q4 		$969K Sell
14,257
-4,686
-25% -$342K ﹤0.01% 1428
2025
Q3 		$1.52M Buy
18,943
+13,676
+260% +$1.03M 0.01% 1174
2025
Q2 		$454K Buy
+5,267
New +$456K ﹤0.01% 1760

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

Pathstone Holdings's LOAR Position: Q2 2026 in Review

Pathstone Holdings increased its Loar Holdings (LOAR) stake by 412% in Q2 2026, buying an estimated $2.95M and bringing the position to 57,439 shares worth $4.63M. The position accounts for 0.01% of the portfolio, ranked #677.

Pathstone Holdings first reported a position in LOAR in Q2 2025 and has held it in 5 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Pathstone Holdings held 57,439 shares of Loar Holdings worth $4.63M as of Q2 2026.
  • Pathstone Holdings bought 46,228 Loar Holdings shares in Q2 2026, an estimated $2.95M.
  • Loar Holdings made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #677 holding.
  • Pathstone Holdings first reported a position in Loar Holdings in Q2 2025 and has held it in 5 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.