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SBI Securities’s Loar Holdings LOAR Stock Holding History

SBI Securities’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 		$1.69K Sell
21
-4
-16% -$255 ﹤0.01% 2611
2026
Q1 		$1.43K Hold
25
– – ﹤0.01% 2525
2025
Q4 		$1.7K Sell
25
-50
-67% -$3.65K ﹤0.01% 2451
2025
Q3 		$6K Sell
75
-10
-12% -$752 ﹤0.01% 1973
2025
Q2 		$7.32K Buy
85
+84
+8,400% +$7.27K ﹤0.01% 1834
2025
Q1 		$71 Sell
1
-2
-67% -$144 ﹤0.01% 3557
2024
Q4 		$222 Buy
+3
New +$246 ﹤0.01% 3199

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

SBI Securities's LOAR Position: Q2 2026 in Review

SBI Securities reduced its Loar Holdings (LOAR) stake by 16% in Q2 2026, selling an estimated $255 and leaving 21 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2611.

SBI Securities first reported a position in LOAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.32K in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • SBI Securities held 21 shares of Loar Holdings worth $1.69K as of Q2 2026.
  • SBI Securities sold 4 Loar Holdings shares in Q2 2026, an estimated $255.
  • Loar Holdings made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2611 holding.
  • SBI Securities first reported a position in Loar Holdings in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Loar Holdings position peaked at $7.32K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.