Apollon Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Apollon 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	$4.8M	Buy	+117,466	New	+$4.39M	0.06%	274
2024 Q4	–	Sell	-4,883	Closed	-$231K	–	1250
2024 Q3	$231K	Buy	+4,883	New	+$204K	0.01%	1016
2024 Q1	–	Sell	-4,756	Closed	-$216K	–	1143
2023 Q4	$216K	Buy	+4,756	New	+$160K	0.01%	974
2023 Q1	–	Sell	-8,212	Closed	-$248K	–	899
2022 Q4	$248K	Sell	8,212 -400	-5%	-$12.8K	0.02%	720
2022 Q3	$264K	Sell	8,612 -99	-1%	-$3.55K	0.02%	645
2022 Q2	$295K	Sell	8,711 -1,415	-14%	-$58.5K	0.02%	570
2022 Q1	$515K	Buy	10,126 +786	+8%	+$50.3K	0.04%	452
2021 Q4	$815K	Buy	9,340 +744	+9%	+$61.9K	0.06%	341
2021 Q3	$547K	Buy	8,596 +298	+4%	+$17.7K	0.08%	250
2021 Q2	$490K	Buy	8,298 +2,491	+43%	+$156K	0.09%	220
2021 Q1	$398K	Buy	+5,807	New	+$305K	0.08%	226

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

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

Apollon Wealth Management opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 117,466 shares worth $4.8M. The stake represents 0.06% of the portfolio and ranks #274 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in LOB as recently as Q3 2024.

Apollon Wealth Management first reported a position in LOB in Q1 2021 and has held it in 11 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Apollon Wealth Management held 117,466 shares of Live Oak Bancshares worth $4.8M as of Q2 2026.
Live Oak Bancshares was a new Apollon Wealth Management position in Q2 2026.
Live Oak Bancshares made up 0.06% of Apollon Wealth Management's portfolio in Q2 2026, its #274 holding.
Apollon Wealth Management first reported a position in Live Oak Bancshares in Q1 2021 and has held it in 11 quarters since.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.