AWM
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Abound Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Abound Wealth Management’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 		$1.64K Hold
40
– – ﹤0.01% 767
2026
Q1 		$1.32K Hold
40
– – ﹤0.01% 961
2025
Q4 		$1.38K Hold
40
– – ﹤0.01% 886
2025
Q3 		$1.41K Hold
40
– – ﹤0.01% 841
2025
Q2 		$1.19K Hold
40
– – ﹤0.01% 790
2025
Q1 		$1.07K Hold
40
– – ﹤0.01% 754
2024
Q4 		$1.58K Hold
40
– – ﹤0.01% 690
2024
Q3 		$1.9K Hold
40
– – ﹤0.01% 711
2024
Q2 		$1.4K Hold
40
– – ﹤0.01% 685
2024
Q1 		$1.66K Hold
40
– – ﹤0.01% 701
2023
Q4 		$1.82K Hold
40
– – ﹤0.01% 661
2023
Q3 		$1.16K Hold
40
– – ﹤0.01% 703
2023
Q2 		$1.05K Hold
40
– – ﹤0.01% 728
2023
Q1 		$976 Hold
40
– – ﹤0.01% 640
2022
Q4 		$1.21K Hold
40
– – ﹤0.01% 598
2022
Q3 		$1.23K Buy
+40
New +$1.44K ﹤0.01% 575

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 $3.37T AUM 44.26% 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

Abound Wealth Management's LOB Position: Q2 2026 in Review

Abound Wealth Management held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 40 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Abound Wealth Management first reported a position in LOB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.9K in Q3 2024. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Abound Wealth Management held 40 shares of Live Oak Bancshares worth $1.64K as of Q2 2026.
  • Abound Wealth Management left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #767 holding.
  • Abound Wealth Management first reported a position in Live Oak Bancshares in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Live Oak Bancshares position peaked at $1.9K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.