SAG
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SageView Advisory Group’s Loar Holdings LOAR Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-62
Closed -$4.22K – 2510
2025
Q4 		$4.22K Buy
+62
New +$4.52K ﹤0.01% 2013

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SageView Advisory Group's LOAR Position: Q1 2026 in Review

SageView Advisory Group sold out of Loar Holdings (LOAR) in Q1 2026, closing a stake of 62 shares — an estimated $4.22K sold.

SageView Advisory Group first reported a position in LOAR in Q4 2025 and held it in 1 quarter. The position peaked at $4.22K in Q4 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • SageView Advisory Group reported no remaining Loar Holdings position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 62 Loar Holdings shares in Q1 2026, an estimated $4.22K.
  • SageView Advisory Group first reported a position in Loar Holdings in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Loar Holdings position peaked at $4.22K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.