BCWM
LOB icon

Bartlett & Co Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Bartlett & Co 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
Q1 		$18.4K Hold
500
– – ﹤0.01% 832
2025
Q4 		$17.2K Hold
500
– – ﹤0.01% 848
2025
Q3 		$17.6K Hold
500
– – ﹤0.01% 839
2025
Q2 		$14.9K Hold
500
– – ﹤0.01% 864
2025
Q1 		$13.3K Hold
500
– – ﹤0.01% 882
2024
Q4 		$19.8K Hold
500
– – ﹤0.01% 807
2024
Q3 		$23.7K Hold
500
– – ﹤0.01% 790
2024
Q2 		$17.5K Hold
500
– – ﹤0.01% 833
2024
Q1 		$20.8K Hold
500
– – ﹤0.01% 813
2023
Q4 		$23.3K Hold
500
– – ﹤0.01% 856
2023
Q3 		$14.5K Hold
500
– – ﹤0.01% 877
2023
Q2 		$13.2K Buy
+500
New +$11.8K ﹤0.01% 890

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

Bartlett & Co Wealth Management's LOB Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Live Oak Bancshares (LOB) position steady in Q1 2026 at 500 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

Bartlett & Co Wealth Management first reported a position in LOB in Q2 2023 and has held it in 12 quarters since. The position peaked at $23.7K in Q3 2024. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Bartlett & Co Wealth Management held 500 shares of Live Oak Bancshares worth $18.4K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Live Oak Bancshares share count unchanged in Q1 2026.
  • Live Oak Bancshares made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #832 holding.
  • Bartlett & Co Wealth Management first reported a position in Live Oak Bancshares in Q2 2023 and has held it in 12 quarters since.
  • Bartlett & Co Wealth Management's Live Oak Bancshares position peaked at $23.7K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.