Rockefeller Capital Management
LOAR icon

Rockefeller Capital Management’s Loar Holdings LOAR Stock Holding History

Rockefeller Capital Management’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 		$20.2K Buy
251
+19
+8% +$1.21K ﹤0.01% 3731
2026
Q1 		$13.3K Buy
232
+219
+1,685% +$14.8K ﹤0.01% 3867
2025
Q4 		$884 Sell
13
-2
-13% -$146 ﹤0.01% 4467
2025
Q3 		$1.2K Buy
+15
New +$1.13K ﹤0.01% 4164

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

Rockefeller Capital Management's LOAR Position: Q2 2026 in Review

Rockefeller Capital Management increased its Loar Holdings (LOAR) stake by 8.2% in Q2 2026, buying an estimated $1.21K and bringing the position to 251 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3731.

Rockefeller Capital Management first reported a position in LOAR in Q3 2025 and has held it in 4 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Rockefeller Capital Management held 251 shares of Loar Holdings worth $20.2K as of Q2 2026.
  • Rockefeller Capital Management bought 19 Loar Holdings shares in Q2 2026, an estimated $1.21K.
  • Loar Holdings made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3731 holding.
  • Rockefeller Capital Management first reported a position in Loar Holdings in Q3 2025 and has held it in 4 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.