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Prospera Financial Services’s Loar Holdings LOAR Stock Holding History

Prospera Financial Services’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 		$6.58M Buy
81,687
+17,863
+28% +$1.14M 0.1% 229
2026
Q1 		$3.66M Buy
+63,824
New +$4.3M 0.06% 338

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

Prospera Financial Services's LOAR Position: Q2 2026 in Review

Prospera Financial Services increased its Loar Holdings (LOAR) stake by 28% in Q2 2026, buying an estimated $1.14M and bringing the position to 81,687 shares worth $6.58M. The position accounts for 0.1% of the portfolio, ranked #229.

Prospera Financial Services first reported a position in LOAR in Q1 2026 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Prospera Financial Services held 81,687 shares of Loar Holdings worth $6.58M as of Q2 2026.
  • Prospera Financial Services bought 17,863 Loar Holdings shares in Q2 2026, an estimated $1.14M.
  • Loar Holdings made up 0.1% of Prospera Financial Services's portfolio in Q2 2026, its #229 holding.
  • Prospera Financial Services first reported a position in Loar Holdings in Q1 2026 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.