RF
LOAR icon

Rossby Financial’s Loar Holdings LOAR Stock Holding History

Rossby 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 		$806 Sell
10
-16
-62% -$1.02K ﹤0.01% 1949
2026
Q1 		$1.52K Buy
26
+14
+117% +$944 ﹤0.01% 1892
2025
Q4 		$816 Buy
+12
New +$875 ﹤0.01% 1555

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

Rossby Financial's LOAR Position: Q2 2026 in Review

Rossby Financial reduced its Loar Holdings (LOAR) stake by 62% in Q2 2026, selling an estimated $1.02K and leaving 10 shares worth $806. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Rossby Financial first reported a position in LOAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.52K in Q1 2026. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Rossby Financial held 10 shares of Loar Holdings worth $806 as of Q2 2026.
  • Rossby Financial sold 16 Loar Holdings shares in Q2 2026, an estimated $1.02K.
  • Loar Holdings made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1949 holding.
  • Rossby Financial first reported a position in Loar Holdings in Q4 2025 and has held it in 3 quarters since.
  • Rossby Financial's Loar Holdings position peaked at $1.52K in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.