Benjamin Edwards Inc’s Live Oak Bancshares LOB Stock Holding History

Benjamin Edwards Inc’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	$688K	Buy	16,857 +499	+3%	+$18.7K	0.01%	949
2026 Q1	$541K	Sell	16,358 -9,857	-38%	-$363K	0.01%	972
2025 Q4	$901K	Buy	26,215 +11,847	+82%	+$397K	0.01%	747
2025 Q3	$506K	Buy	14,368 +2,052	+17%	+$70.7K	0.01%	927
2025 Q2	$367K	Buy	12,316 +1,278	+12%	+$34.5K	﹤0.01%	944
2025 Q1	$294K	Buy	11,038 +2,522	+30%	+$83.8K	﹤0.01%	937
2024 Q4	$337K	Buy	8,516 +799	+10%	+$36K	﹤0.01%	949
2024 Q3	$366K	Buy	7,717 +2,977	+63%	+$125K	0.01%	900
2024 Q2	$166K	Buy	+4,740	New	+$168K	0.03%	370

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 $3.38T AUM 44.17% 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

Benjamin Edwards Inc's LOB Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Live Oak Bancshares (LOB) stake by 3.1% in Q2 2026, buying an estimated $18.7K and bringing the position to 16,857 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #949.

Benjamin Edwards Inc first reported a position in LOB in Q2 2024 and has held it in 9 quarters since. The position peaked at $901K in Q4 2025. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Benjamin Edwards Inc held 16,857 shares of Live Oak Bancshares worth $688K as of Q2 2026.
Benjamin Edwards Inc bought 499 Live Oak Bancshares shares in Q2 2026, an estimated $18.7K.
Live Oak Bancshares made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #949 holding.
Benjamin Edwards Inc first reported a position in Live Oak Bancshares in Q2 2024 and has held it in 9 quarters since.
Benjamin Edwards Inc's Live Oak Bancshares position peaked at $901K in Q4 2025.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.