Roxbury Financial’s Loar Holdings LOAR Stock Holding History

Roxbury 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	$24.2K	Hold	300	–	–	0.02%	250
2026 Q1	$17.2K	Hold	300	–	–	0.02%	272
2025 Q4	$20.4K	Hold	300	–	–	0.02%	253
2025 Q3	$24K	Hold	300	–	–	0.02%	236
2025 Q2	$25.9K	Hold	300	–	–	0.03%	225
2025 Q1	$21.8K	Buy	300 +100	+50%	+$7.21K	0.02%	238
2024 Q4	$18.4K	Buy	+200	New	+$16.4K	0.02%	259

Other funds holding LOAR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Clearview Wealth Management Irvine, California $156M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return