Blue Trust Inc
LOB icon

Blue Trust Inc’s Live Oak Bancshares LOB Stock Holding History

Blue Trust 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
Q3 		$276K Buy
7,619
+711
+10% +$29K ﹤0.01% 665
2026
Q2 		$282K Buy
6,908
+4,786
+226% +$179K ﹤0.01% 673
2026
Q1 		$70.2K Buy
2,122
+1,847
+672% +$68.1K ﹤0.01% 1180
2025
Q4 		$9.45K Buy
275
+101
+58% +$3.38K ﹤0.01% 1877
2025
Q3 		$6.13K Hold
174
– – ﹤0.01% 1955
2025
Q2 		$5.18K Hold
174
– – ﹤0.01% 1998
2025
Q1 		$4.64K Hold
174
– – ﹤0.01% 2114
2024
Q4 		$6.88K Sell
174
-70,997
-100% -$3.2M ﹤0.01% 2036
2024
Q3 		$2.5M Sell
71,171
-181,823
-72% -$7.61M 0.03% 131
2024
Q2 		$10.5M Buy
252,994
+250,939
+12,211% +$8.88M 0.14% 49
2024
Q1 		$85.3K Sell
2,055
-81
-4% -$3.22K ﹤0.01% 754
2023
Q4 		$61K Buy
2,136
+1,962
+1,128% +$65.9K ﹤0.01% 857
2023
Q3 		$5K Hold
174
– – ﹤0.01% 1639
2023
Q2 		$4K Hold
174
– – ﹤0.01% 1600
2023
Q1 		$5K Hold
174
– – ﹤0.01% 1789
2022
Q4 		$5K Buy
+174
New +$5.56K ﹤0.01% 1729

Other funds holding LOB

Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Blue Trust Inc's LOB Position: Q3 2026 in Review

Blue Trust Inc increased its Live Oak Bancshares (LOB) stake by 10% in Q3 2026, buying an estimated $29K and bringing the position to 7,619 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Blue Trust Inc first reported a position in LOB in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.5M in Q2 2024. 39 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • Blue Trust Inc held 7,619 shares of Live Oak Bancshares worth $276K as of Q3 2026.
  • Blue Trust Inc bought 711 Live Oak Bancshares shares in Q3 2026, an estimated $29K.
  • Live Oak Bancshares made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #665 holding.
  • Blue Trust Inc first reported a position in Live Oak Bancshares in Q4 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Live Oak Bancshares position peaked at $10.5M in Q2 2024.
  • 39 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.