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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
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

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

Roxbury Financial's LOAR Position: Q2 2026 in Review

Roxbury Financial held its Loar Holdings (LOAR) position steady in Q2 2026 at 300 shares worth $24.2K. The position accounts for 0.02% of the portfolio, ranked #250.

Roxbury Financial first reported a position in LOAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.9K in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Roxbury Financial held 300 shares of Loar Holdings worth $24.2K as of Q2 2026.
  • Roxbury Financial left its Loar Holdings share count unchanged in Q2 2026.
  • Loar Holdings made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #250 holding.
  • Roxbury Financial first reported a position in Loar Holdings in Q4 2024 and has held it in 7 quarters since.
  • Roxbury Financial's Loar Holdings position peaked at $25.9K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.