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Summit Trail Advisors’s Loar Holdings LOAR Stock Holding History

Summit Trail Advisors’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 		$1.1M Buy
13,668
+3,065
+29% +$195K 0.01% 947
2026
Q1 		$607K Buy
10,603
+4,586
+76% +$309K 0.01% 1101
2025
Q4 		$409K Sell
6,017
-56
-0.9% -$4.08K 0.01% 1134
2025
Q3 		$486K Buy
6,073
+3,521
+138% +$265K 0.01% 1090
2025
Q2 		$220K Buy
+2,552
New +$221K ﹤0.01% 1031

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

Summit Trail Advisors's LOAR Position: Q2 2026 in Review

Summit Trail Advisors increased its Loar Holdings (LOAR) stake by 29% in Q2 2026, buying an estimated $195K and bringing the position to 13,668 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #947.

Summit Trail Advisors first reported a position in LOAR in Q2 2025 and has held it in 5 quarters since. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Summit Trail Advisors held 13,668 shares of Loar Holdings worth $1.1M as of Q2 2026.
  • Summit Trail Advisors bought 3,065 Loar Holdings shares in Q2 2026, an estimated $195K.
  • Loar Holdings made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #947 holding.
  • Summit Trail Advisors first reported a position in Loar Holdings in Q2 2025 and has held it in 5 quarters since.
  • 283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.