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WhitTier Trust Company’s Loar Holdings LOAR Stock Holding History

WhitTier Trust Company’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 		$11.7K Hold
150
– – ﹤0.01% 1039
2026
Q1 		$8.77K Hold
150
– – ﹤0.01% 1065
2025
Q4 		$10.7K Hold
150
– – ﹤0.01% 1009
2025
Q3 		$11.8K Buy
+150
New +$11.3K ﹤0.01% 988

Other funds holding LOAR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
OAP
One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

WhitTier Trust Company's LOAR Position: Q2 2026 in Review

WhitTier Trust Company held its Loar Holdings (LOAR) position steady in Q2 2026 at 150 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

WhitTier Trust Company first reported a position in LOAR in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.8K in Q3 2025. 116 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

  • WhitTier Trust Company held 150 shares of Loar Holdings worth $11.7K as of Q2 2026.
  • WhitTier Trust Company left its Loar Holdings share count unchanged in Q2 2026.
  • Loar Holdings made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1039 holding.
  • WhitTier Trust Company first reported a position in Loar Holdings in Q3 2025 and has held it in 4 quarters since.
  • WhitTier Trust Company's Loar Holdings position peaked at $11.8K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.