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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
Q3 		$12.3K Sell
200
-100
-33% -$7.05K 0.01% 325
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

BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Roxbury Financial's LOAR Position: Q3 2026 in Review

Roxbury Financial reduced its Loar Holdings (LOAR) stake by 33% in Q3 2026, selling an estimated $7.05K and leaving 200 shares worth $12.3K. The position accounts for 0.01% of the portfolio, ranked #325.

Roxbury Financial first reported a position in LOAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $25.9K in Q2 2025. 11 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

  • Roxbury Financial held 200 shares of Loar Holdings worth $12.3K as of Q3 2026.
  • Roxbury Financial sold 100 Loar Holdings shares in Q3 2026, an estimated $7.05K.
  • Loar Holdings made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #325 holding.
  • Roxbury Financial first reported a position in Loar Holdings in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Loar Holdings position peaked at $25.9K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.