Action Point Financial Planning’s Live Oak Bancshares LOB Stock Holding History

Action Point Financial Planning’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	$82	Buy	+2	New	+$75	﹤0.01%	2738

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's LOB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 2 shares worth $82. The stake represents ﹤0.01% of the portfolio and ranks #2738 among its holdings.

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

Action Point Financial Planning held 2 shares of Live Oak Bancshares worth $82 as of Q2 2026.
Live Oak Bancshares was a new Action Point Financial Planning position in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2738 holding.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.