PTC
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Private Trust Company’s Loar Holdings LOAR Stock Holding History

Private Trust Company’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
Q4 		– Sell
-138
Closed -$11K – 2690
2025
Q3 		$11K Buy
138
+14
+11% +$1.05K ﹤0.01% 1874
2025
Q2 		$10.7K Buy
124
+23
+23% +$1.99K ﹤0.01% 1791
2025
Q1 		$7.14K Buy
101
+21
+26% +$1.51K ﹤0.01% 1915
2024
Q4 		$5.91K Buy
+80
New +$6.56K ﹤0.01% 1925

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Private Trust Company's LOAR Position: Q4 2025 in Review

Private Trust Company sold out of Loar Holdings (LOAR) in Q4 2025, closing a stake of 138 shares — an estimated $11K sold.

Private Trust Company first reported a position in LOAR in Q4 2024 and held it in 4 quarters. The position peaked at $11K in Q3 2025. 241 funds tracked by Wall St. Rank hold LOAR as of Q4 2025.

  • Private Trust Company reported no remaining Loar Holdings position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 138 Loar Holdings shares in Q4 2025, an estimated $11K.
  • Private Trust Company first reported a position in Loar Holdings in Q4 2024 and held it in 4 quarters.
  • Private Trust Company's Loar Holdings position peaked at $11K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Loar Holdings as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.