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Loar Holdings shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Loar Holdings (LOAR) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Loar Holdings

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Quarterly reported holdings in Loar Holdings by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 25k 55.87
2025-12-31 $6.1k 90 68.00
2025-09-30 $2.0k 25 79.04
2024-12-31 $442 6 73.83
2024-09-30 $445 6 74.33

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr Etf (VUG)
Ishares Core Us Aggregate Bond Etf (AGG)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Index Tr Etf (VTV)
Ishares Trust Core Msci Eafe Etf (IEFA)
Ishares Russell Midcap Etf (IWR)
Spdr Ser Tr Etf (SPYM)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Index Trust Etf (VV)
Ishares Etf (SCZ)
Ishares Core Universal Usd Bd Etf (IUSB)
Ishares Russell 1000 Etf (IWB)
Ishares Broad Usd High Yield Etf (USHY)
Vanguard Ftse Developed Etf (VEA)

View all positions for Jones Financial Companies, L.L

Top funds holding Loar Holdings

Abrams Capital Management
Capital Research and Management Company - Division 3
Wellington Management Company
Daniel D. Thurber
BlackRock
State Street Corporation
Bamco
UBS Group
Vanguard Capital Management
Vanguard Portfolio Management
Federated Investors
Alyeska Investment Group
Bank of New York Mellon
TimesSquare Capital Management
Artisan Partners Limited Partnership

View all funds holding Loar Holdings