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Yorktown Management & Research Company’s Loar Holdings LOAR Stock Holding History

Yorktown Management & Research 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
Q1 		– Sell
-8,000
Closed -$544K – 250
2025
Q4 		$544K Buy
+8,000
New +$583K 0.43% 80

Other funds holding LOAR

ACM
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Yorktown Management & Research Company's LOAR Position: Q1 2026 in Review

Yorktown Management & Research Company sold out of Loar Holdings (LOAR) in Q1 2026, closing a stake of 8,000 shares — an estimated $544K sold.

Yorktown Management & Research Company first reported a position in LOAR in Q4 2025 and held it in 1 quarter. The position peaked at $544K in Q4 2025. 248 funds tracked by Wall St. Rank hold LOAR as of Q1 2026.

  • Yorktown Management & Research Company reported no remaining Loar Holdings position as of Q1 2026 after selling out during the quarter.
  • Yorktown Management & Research Company sold 8,000 Loar Holdings shares in Q1 2026, an estimated $544K.
  • Yorktown Management & Research Company first reported a position in Loar Holdings in Q4 2025 and held it in 1 quarter.
  • Yorktown Management & Research Company's Loar Holdings position peaked at $544K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2026.

Based on Yorktown Management & Research Company's 13F filing for Q1 2026, filed 20 Apr 2026.