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Root Financial Partners’s Loar Holdings LOAR Stock Holding History

Root Financial Partners’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 		– Sell
-49
Closed -$2.81K – 3303
2026
Q1 		$2.81K Buy
49
+18
+58% +$1.21K ﹤0.01% 2178
2025
Q4 		$2.11K Buy
+31
New +$2.26K ﹤0.01% 1981

Other funds holding LOAR

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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

Root Financial Partners's LOAR Position: Q2 2026 in Review

Root Financial Partners sold out of Loar Holdings (LOAR) in Q2 2026, closing a stake of 49 shares — an estimated $2.81K sold.

Root Financial Partners first reported a position in LOAR in Q4 2025 and held it in 2 quarters. The position peaked at $2.81K in Q1 2026. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Root Financial Partners reported no remaining Loar Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 49 Loar Holdings shares in Q2 2026, an estimated $2.81K.
  • Root Financial Partners first reported a position in Loar Holdings in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Loar Holdings position peaked at $2.81K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.