AHL
LOB icon

Abel Hall LLC’s Live Oak Bancshares LOB Stock Holding History

Abel Hall LLC’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Buy
+5,263
New +$197K 0.04% 697

Other funds holding LOB

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Abel Hall LLC's LOB Position: Q2 2026 in Review

Abel Hall LLC opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 5,263 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #697 among its holdings.

53 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Abel Hall LLC held 5,263 shares of Live Oak Bancshares worth $215K as of Q2 2026.
  • Live Oak Bancshares was a new Abel Hall LLC position in Q2 2026.
  • Live Oak Bancshares made up 0.04% of Abel Hall LLC's portfolio in Q2 2026, its #697 holding.
  • 53 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.