Stifel Financial
LOAR icon

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
2026
Q2 		$1.8M Buy
+22,380
New +$1.43M ﹤0.01% 2165
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 $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

Stifel Financial's LOAR Position: Q2 2026 in Review

Stifel Financial opened a new position in Loar Holdings (LOAR) in Q2 2026: 22,380 shares worth $1.8M. The stake represents ﹤0.01% of the portfolio and ranks #2165 among its holdings. This is a return to the name: Stifel Financial previously reported a position in LOAR as recently as Q2 2025.

Stifel Financial first reported a position in LOAR in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.67M in Q2 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Stifel Financial held 22,380 shares of Loar Holdings worth $1.8M as of Q2 2026.
  • Loar Holdings was a new Stifel Financial position in Q2 2026.
  • Loar Holdings made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2165 holding.
  • Stifel Financial first reported a position in Loar Holdings in Q2 2025 and has held it in 2 quarters since.
  • Stifel Financial's Loar Holdings position peaked at $2.67M in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.