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Versant Capital Management’s Loar Holdings LOAR Stock Holding History

Versant Capital Management’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
Q3 		$14.6K Buy
+238
New +$16.8K ﹤0.01% 2114
2026
Q2 		– Sell
-51
Closed -$2.92K – 2863
2026
Q1 		$2.92K Sell
51
-121
-70% -$8.16K ﹤0.01% 2502
2025
Q4 		$11.7K Hold
172
– – ﹤0.01% 1925
2025
Q3 		$13.8K Hold
172
– – ﹤0.01% 1782
2025
Q2 		$14.8K Hold
172
– – ﹤0.01% 1686
2025
Q1 		$12.2K Buy
+172
New +$12.4K ﹤0.01% 1622

Other funds holding LOAR

BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Versant Capital Management's LOAR Position: Q3 2026 in Review

Versant Capital Management opened a new position in Loar Holdings (LOAR) in Q3 2026: 238 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #2114 among its holdings. This is a return to the name: Versant Capital Management previously reported a position in LOAR as recently as Q1 2026.

Versant Capital Management first reported a position in LOAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.8K in Q2 2025. 11 funds tracked by Wall St. Rank hold LOAR as of Q3 2026.

  • Versant Capital Management held 238 shares of Loar Holdings worth $14.6K as of Q3 2026.
  • Loar Holdings was a new Versant Capital Management position in Q3 2026.
  • Loar Holdings made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #2114 holding.
  • Versant Capital Management first reported a position in Loar Holdings in Q1 2025 and has held it in 6 quarters since.
  • Versant Capital Management's Loar Holdings position peaked at $14.8K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Loar Holdings as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.