SVB Wealth’s Loar Holdings LOAR Stock Holding History

SVB Wealth’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 Q2	–	Sell	-15	Closed	-$1.06K	–	1681
2025 Q1	$1.06K	Buy	+15	New	+$1.08K	﹤0.01%	1343

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

SVB Wealth's LOAR Position: Q2 2025 in Review

SVB Wealth sold out of Loar Holdings (LOAR) in Q2 2025, closing a stake of 15 shares — an estimated $1.06K sold.

SVB Wealth first reported a position in LOAR in Q1 2025 and held it in 1 quarter. The position peaked at $1.06K in Q1 2025. 253 funds tracked by Wall St. Rank hold LOAR as of Q2 2025.

SVB Wealth reported no remaining Loar Holdings position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 15 Loar Holdings shares in Q2 2025, an estimated $1.06K.
SVB Wealth first reported a position in Loar Holdings in Q1 2025 and held it in 1 quarter.
SVB Wealth's Loar Holdings position peaked at $1.06K in Q1 2025.
253 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.