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Transamerica Financial Advisors’s Loar Holdings LOAR Stock Holding History

Transamerica Financial 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 		$564 Buy
7
+4
+133% +$255 ﹤0.01% 1657
2026
Q1 		$171 Buy
3
+1
+50% +$67 ﹤0.01% 1665
2025
Q4 		$136 Buy
+2
New +$146 ﹤0.01% 1611

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

Transamerica Financial Advisors's LOAR Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Loar Holdings (LOAR) stake by 133% in Q2 2026, buying an estimated $255 and bringing the position to 7 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Transamerica Financial Advisors first reported a position in LOAR in Q4 2025 and has held it in 3 quarters since. 282 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • Transamerica Financial Advisors held 7 shares of Loar Holdings worth $564 as of Q2 2026.
  • Transamerica Financial Advisors bought 4 Loar Holdings shares in Q2 2026, an estimated $255.
  • Loar Holdings made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1657 holding.
  • Transamerica Financial Advisors first reported a position in Loar Holdings in Q4 2025 and has held it in 3 quarters since.
  • 282 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.