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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
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aviance Capital Partners's LOB Position: Q1 2026 in Review

Aviance Capital Partners reduced its Live Oak Bancshares (LOB) stake by 16% in Q1 2026, selling an estimated $103K and leaving 14,493 shares worth $479K. The position accounts for 0.06% of the portfolio, ranked #241.

Aviance Capital Partners first reported a position in LOB in Q1 2025 and has held it in 5 quarters since. The position peaked at $790K in Q1 2025. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Aviance Capital Partners held 14,493 shares of Live Oak Bancshares worth $479K as of Q1 2026.
  • Aviance Capital Partners sold 2,789 Live Oak Bancshares shares in Q1 2026, an estimated $103K.
  • Live Oak Bancshares made up 0.06% of Aviance Capital Partners's portfolio in Q1 2026, its #241 holding.
  • Aviance Capital Partners first reported a position in Live Oak Bancshares in Q1 2025 and has held it in 5 quarters since.
  • Aviance Capital Partners's Live Oak Bancshares position peaked at $790K in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.