Bragg Financial Advisors’s Live Oak Bancshares LOB Stock Holding History

Bragg Financial Advisors’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	$2.43M	Hold	59,402	–	–	0.06%	185
2026 Q1	$1.96M	Hold	59,402	–	–	0.06%	186
2025 Q4	$2.04M	Hold	59,402	–	–	0.07%	183
2025 Q3	$2.09M	Hold	59,402	–	–	0.07%	183
2025 Q2	$1.77M	Hold	59,402	–	–	0.06%	189
2025 Q1	$1.58M	Hold	59,402	–	–	0.07%	186
2024 Q4	$2.35M	Hold	59,402	–	–	0.1%	162
2024 Q3	$2.81M	Sell	59,402 -6,000	-9%	-$251K	0.12%	151
2024 Q2	$2.29M	Hold	65,402	–	–	0.1%	163
2024 Q1	$2.71M	Sell	65,402 -6,025	-8%	-$240K	0.12%	148
2023 Q4	$3.25M	Buy	71,427 +35	+0%	+$1.18K	0.15%	140
2023 Q3	$2.07M	Hold	71,392	–	–	0.11%	160
2023 Q2	$1.88M	Sell	71,392 -4,305	-6%	-$101K	0.1%	161
2023 Q1	$1.84M	Sell	75,697 -5,582	-7%	-$175K	0.11%	160
2022 Q4	$2.45M	Buy	+81,279	New	+$2.59M	0.15%	148

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 $3.37T AUM 44.26% 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

Bragg Financial Advisors's LOB Position: Q2 2026 in Review

Bragg Financial Advisors held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 59,402 shares worth $2.43M. The position accounts for 0.06% of the portfolio, ranked #185.

Bragg Financial Advisors first reported a position in LOB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.25M in Q4 2023. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Bragg Financial Advisors held 59,402 shares of Live Oak Bancshares worth $2.43M as of Q2 2026.
Bragg Financial Advisors left its Live Oak Bancshares share count unchanged in Q2 2026.
Live Oak Bancshares made up 0.06% of Bragg Financial Advisors's portfolio in Q2 2026, its #185 holding.
Bragg Financial Advisors first reported a position in Live Oak Bancshares in Q4 2022 and has held it in 15 quarters since.
Bragg Financial Advisors's Live Oak Bancshares position peaked at $3.25M in Q4 2023.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.