Benjamin F. Edwards & Company’s Live Oak Bancshares LOB Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$8K	Buy	+223	New	+$7.9K	﹤0.01%	1773

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benjamin F. Edwards & Company's LOB Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in Live Oak Bancshares (LOB) in Q2 2024: 223 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1773 among its holdings.

197 funds tracked by Wall St. Rank hold LOB as of Q2 2024.

Benjamin F. Edwards & Company held 223 shares of Live Oak Bancshares worth $8K as of Q2 2024.
Live Oak Bancshares was a new Benjamin F. Edwards & Company position in Q2 2024.
Live Oak Bancshares made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1773 holding.
197 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.