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
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 $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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Raymond James Financial's LOAR Position: Q1 2026 in Review

Raymond James Financial reduced its Loar Holdings (LOAR) stake by 2.2% in Q1 2026, selling an estimated $16.6K and leaving 10,703 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #4214.

Raymond James Financial first reported a position in LOAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $745K in Q4 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Raymond James Financial held 10,703 shares of Loar Holdings worth $613K as of Q1 2026.
  • Raymond James Financial sold 246 Loar Holdings shares in Q1 2026, an estimated $16.6K.
  • Loar Holdings made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4214 holding.
  • Raymond James Financial first reported a position in Loar Holdings in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's Loar Holdings position peaked at $745K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.