Stifel Financial’s Loar Holdings LOAR Stock Holding History

Stifel 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
2025 Q3	–	Sell	-31,036	Closed	-$2.67M	–	3668
2025 Q2	$2.67M	Buy	+31,036	New	+$2.69M	﹤0.01%	1636

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

Stifel Financial's LOAR Position: Q3 2025 in Review

Stifel Financial sold out of Loar Holdings (LOAR) in Q3 2025, closing a stake of 31,036 shares — an estimated $2.67M sold.

Stifel Financial first reported a position in LOAR in Q2 2025 and held it in 1 quarter. The position peaked at $2.67M in Q2 2025. 229 funds tracked by Wall St. Rank hold LOAR as of Q3 2025.

Stifel Financial reported no remaining Loar Holdings position as of Q3 2025 after selling out during the quarter.
Stifel Financial sold 31,036 Loar Holdings shares in Q3 2025, an estimated $2.67M.
Stifel Financial first reported a position in Loar Holdings in Q2 2025 and held it in 1 quarter.
Stifel Financial's Loar Holdings position peaked at $2.67M in Q2 2025.
229 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.