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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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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.

239 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.
  • 239 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.