Raymond James Financial
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Raymond James Financial’s Loar Holdings LOAR Stock Holding History

Raymond James Financial’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 		$16.4M Buy
203,696
+192,993
+1,803% +$12.3M ﹤0.01% 1714
2026
Q1 		$613K Sell
10,703
-246
-2% -$16.6K ﹤0.01% 4214
2025
Q4 		$745K Buy
10,949
+5,803
+113% +$423K ﹤0.01% 3984
2025
Q3 		$412K Buy
5,146
+3,994
+347% +$300K ﹤0.01% 4234
2025
Q2 		$99.3K Buy
+1,152
New +$99.7K ﹤0.01% 4881

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 $3.38T AUM 44.17% 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

Raymond James Financial's LOAR Position: Q2 2026 in Review

Raymond James Financial increased its Loar Holdings (LOAR) stake by 1,803% in Q2 2026, buying an estimated $12.3M and bringing the position to 203,696 shares worth $16.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Raymond James Financial first reported a position in LOAR in Q2 2025 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Raymond James Financial held 203,696 shares of Loar Holdings worth $16.4M as of Q2 2026.
  • Raymond James Financial bought 192,993 Loar Holdings shares in Q2 2026, an estimated $12.3M.
  • Loar Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1714 holding.
  • Raymond James Financial first reported a position in Loar Holdings in Q2 2025 and has held it in 5 quarters since.
  • 284 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.