Wilmington Savings Fund Society’s Loar Holdings LOAR Stock Holding History

Wilmington Savings Fund Society’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	$242	Buy	+3	New	+$191	﹤0.01%	1466

Other funds holding LOAR

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

One Advisory Partners Overland Park, Kansas $367M AUM 19.94% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Wilmington Savings Fund Society's LOAR Position: Q2 2026 in Review

Wilmington Savings Fund Society opened a new position in Loar Holdings (LOAR) in Q2 2026: 3 shares worth $242. The stake represents ﹤0.01% of the portfolio and ranks #1466 among its holdings.

55 funds tracked by Wall St. Rank hold LOAR as of Q2 2026.

Wilmington Savings Fund Society held 3 shares of Loar Holdings worth $242 as of Q2 2026.
Loar Holdings was a new Wilmington Savings Fund Society position in Q2 2026.
Loar Holdings made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1466 holding.
55 funds tracked by Wall St. Rank held Loar Holdings as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.