Apollon Wealth Management
LOB icon

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
Q3 		$2.81M Sell
77,534
-39,932
-34% -$1.63M 0.03% 401
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Apollon Wealth Management's LOB Position: Q3 2026 in Review

Apollon Wealth Management reduced its Live Oak Bancshares (LOB) stake by 34% in Q3 2026, selling an estimated $1.63M and leaving 77,534 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #401.

Apollon Wealth Management first reported a position in LOB in Q1 2021 and has held it in 12 quarters since. The position peaked at $4.8M in Q2 2026. 119 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • Apollon Wealth Management held 77,534 shares of Live Oak Bancshares worth $2.81M as of Q3 2026.
  • Apollon Wealth Management sold 39,932 Live Oak Bancshares shares in Q3 2026, an estimated $1.63M.
  • Live Oak Bancshares made up 0.03% of Apollon Wealth Management's portfolio in Q3 2026, its #401 holding.
  • Apollon Wealth Management first reported a position in Live Oak Bancshares in Q1 2021 and has held it in 12 quarters since.
  • Apollon Wealth Management's Live Oak Bancshares position peaked at $4.8M in Q2 2026.
  • 119 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.