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Aviance Capital Partners’s Live Oak Bancshares LOB Stock Holding History

Aviance Capital Partners’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 		$593K Buy
14,510
+17
+0.1% +$636 0.06% 237
2026
Q1 		$479K Sell
14,493
-2,789
-16% -$103K 0.06% 241
2025
Q4 		$594K Buy
17,282
+39
+0.2% +$1.31K 0.07% 220
2025
Q3 		$607K Sell
17,243
-1,900
-10% -$65.5K 0.07% 214
2025
Q2 		$570K Sell
19,143
-10,472
-35% -$282K 0.07% 211
2025
Q1 		$790K Buy
+29,615
New +$984K 0.11% 170

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

Aviance Capital Partners's LOB Position: Q2 2026 in Review

Aviance Capital Partners increased its Live Oak Bancshares (LOB) stake by 0.12% in Q2 2026, buying an estimated $636 and bringing the position to 14,510 shares worth $593K. The position accounts for 0.06% of the portfolio, ranked #237.

Aviance Capital Partners first reported a position in LOB in Q1 2025 and has held it in 6 quarters since. The position peaked at $790K in Q1 2025. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Aviance Capital Partners held 14,510 shares of Live Oak Bancshares worth $593K as of Q2 2026.
  • Aviance Capital Partners bought 17 Live Oak Bancshares shares in Q2 2026, an estimated $636.
  • Live Oak Bancshares made up 0.06% of Aviance Capital Partners's portfolio in Q2 2026, its #237 holding.
  • Aviance Capital Partners first reported a position in Live Oak Bancshares in Q1 2025 and has held it in 6 quarters since.
  • Aviance Capital Partners's Live Oak Bancshares position peaked at $790K in Q1 2025.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.