Truist Financial’s Loar Holdings LOAR Stock Holding History

Truist Financial’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	–	Sell	-3,999	Closed	-$272K	–	2933
2025 Q4	$272K	Sell	3,999 -364	-8%	-$26.5K	﹤0.01%	2397
2025 Q3	$349K	Buy	4,363 +1,737	+66%	+$131K	﹤0.01%	2226
2025 Q2	$226K	Buy	+2,626	New	+$227K	﹤0.01%	2361
2025 Q1	–	Sell	-3,784	Closed	-$280K	–	2674
2024 Q4	$280K	Sell	3,784 -402	-10%	-$33K	﹤0.01%	2196
2024 Q3	$312K	Buy	+4,186	New	+$278K	﹤0.01%	2107

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Truist Financial's LOAR Position: Q1 2026 in Review

Truist Financial sold out of Loar Holdings (LOAR) in Q1 2026, closing a stake of 3,999 shares — an estimated $272K sold.

Truist Financial first reported a position in LOAR in Q3 2024 and held it in 5 quarters. The position peaked at $349K in Q3 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

Truist Financial reported no remaining Loar Holdings position as of Q1 2026 after selling out during the quarter.
Truist Financial sold 3,999 Loar Holdings shares in Q1 2026, an estimated $272K.
Truist Financial first reported a position in Loar Holdings in Q3 2024 and held it in 5 quarters.
Truist Financial's Loar Holdings position peaked at $349K in Q3 2025.
248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.