UMB Bank’s Loar Holdings LOAR Stock Holding History

UMB Bank’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	–	Sell	-7	Closed	-$401	–	2372
2026 Q1	$401	Buy	7 +1	+17%	+$67	﹤0.01%	2264
2025 Q4	$408	Buy	+6	New	+$437	﹤0.01%	2259

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

UMB Bank's LOAR Position: Q2 2026 in Review

UMB Bank sold out of Loar Holdings (LOAR) in Q2 2026, closing a stake of 7 shares — an estimated $401 sold.

UMB Bank first reported a position in LOAR in Q4 2025 and held it in 2 quarters. The position peaked at $408 in Q4 2025. 283 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

UMB Bank reported no remaining Loar Holdings position as of Q2 2026 after selling out during the quarter.
UMB Bank sold 7 Loar Holdings shares in Q2 2026, an estimated $401.
UMB Bank first reported a position in Loar Holdings in Q4 2025 and held it in 2 quarters.
UMB Bank's Loar Holdings position peaked at $408 in Q4 2025.
283 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.