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Summit Securities Group’s Loar Holdings LOAR Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-1,182
Closed -$102K – 1413
2025
Q2 		$102K Buy
+1,182
New +$102K 0.02% 365
2024
Q3 		– Sell
-6,439
Closed -$344K – 913
2024
Q2 		$344K Buy
+6,439
New +$349K 0.07% 126

Other funds holding LOAR

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Summit Securities Group's LOAR Position: Q3 2025 in Review

Summit Securities Group sold out of Loar Holdings (LOAR) in Q3 2025, closing a stake of 1,182 shares — an estimated $102K sold.

Summit Securities Group first reported a position in LOAR in Q2 2024 and held it in 2 quarters. The position peaked at $344K in Q2 2024. 229 funds tracked by Wall St. Rank hold LOAR as of Q3 2025.

  • Summit Securities Group reported no remaining Loar Holdings position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,182 Loar Holdings shares in Q3 2025, an estimated $102K.
  • Summit Securities Group first reported a position in Loar Holdings in Q2 2024 and held it in 2 quarters.
  • Summit Securities Group's Loar Holdings position peaked at $344K in Q2 2024.
  • 229 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.