SS
LOAR icon

Sunbelt Securities’s Loar Holdings LOAR Stock Holding History

Sunbelt Securities’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
Q1 		$32.2K Sell
562
-30
-5% -$2.02K ﹤0.01% 1147
2025
Q4 		$40.3K Buy
592
+417
+238% +$30.4K ﹤0.01% 1051
2025
Q3 		$14K Buy
+175
New +$13.2K ﹤0.01% 1362

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Sunbelt Securities's LOAR Position: Q1 2026 in Review

Sunbelt Securities reduced its Loar Holdings (LOAR) stake by 5.1% in Q1 2026, selling an estimated $2.02K and leaving 562 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Sunbelt Securities first reported a position in LOAR in Q3 2025 and has held it in 3 quarters since. The position peaked at $40.3K in Q4 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Sunbelt Securities held 562 shares of Loar Holdings worth $32.2K as of Q1 2026.
  • Sunbelt Securities sold 30 Loar Holdings shares in Q1 2026, an estimated $2.02K.
  • Loar Holdings made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1147 holding.
  • Sunbelt Securities first reported a position in Loar Holdings in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Loar Holdings position peaked at $40.3K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.