Sigma Planning Corp’s Loar Holdings LOAR Stock Holding History

Sigma Planning Corp’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
2025 Q3	–	Sell	-2,637	Closed	-$227K	–	1387
2025 Q2	$227K	Buy	+2,637	New	+$228K	0.01%	1119

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Sigma Planning Corp's LOAR Position: Q3 2025 in Review

Sigma Planning Corp sold out of Loar Holdings (LOAR) in Q3 2025, closing a stake of 2,637 shares — an estimated $227K sold.

Sigma Planning Corp first reported a position in LOAR in Q2 2025 and held it in 1 quarter. The position peaked at $227K in Q2 2025. 229 funds tracked by Wall St. Rank hold LOAR as of Q3 2025.

Sigma Planning Corp reported no remaining Loar Holdings position as of Q3 2025 after selling out during the quarter.
Sigma Planning Corp sold 2,637 Loar Holdings shares in Q3 2025, an estimated $227K.
Sigma Planning Corp first reported a position in Loar Holdings in Q2 2025 and held it in 1 quarter.
Sigma Planning Corp's Loar Holdings position peaked at $227K in Q2 2025.
229 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.