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

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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. 25 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.
25 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.