Carson Wealth (CWM LLC)’s Live Oak Bancshares LOB Stock Holding History

Carson Wealth (CWM LLC)’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	$196K	Buy	5,935 +1,009	+20%	+$37.2K	﹤0.01%	2758
2025 Q4	$169K	Buy	4,926 +642	+15%	+$21.5K	﹤0.01%	2702
2025 Q3	$151K	Buy	4,284 +380	+10%	+$13.1K	﹤0.01%	2665
2025 Q2	$116K	Buy	3,904 +3,667	+1,547%	+$98.9K	﹤0.01%	2589
2025 Q1	$6K	Buy	237 +61	+35%	+$2.03K	﹤0.01%	4376
2024 Q4	$7K	Buy	176 +11	+7%	+$495	﹤0.01%	4056
2024 Q3	$8K	Buy	165 +53	+47%	+$2.22K	﹤0.01%	3891
2024 Q2	$4K	Buy	112 +10	+10%	+$354	﹤0.01%	3973
2024 Q1	$4K	Hold	102	–	–	﹤0.01%	3766
2023 Q4	$5K	Hold	102	–	–	﹤0.01%	3519
2023 Q3	$3K	Hold	102	–	–	﹤0.01%	3682
2023 Q2	$3K	Buy	102 +19	+23%	+$447	﹤0.01%	3654
2023 Q1	$2K	Buy	83 +56	+207%	+$1.76K	﹤0.01%	3668
2022 Q4	$1K	Buy	+27	New	+$862	﹤0.01%	3780
2022 Q3	–	Sell	-54	Closed	-$2K	–	4071
2022 Q2	$2K	Buy	54 +45	+500%	+$1.86K	﹤0.01%	3366
2022 Q1	$0	Buy	+9	New	+$576	﹤0.01%	3717

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LOB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Live Oak Bancshares (LOB) stake by 20% in Q1 2026, buying an estimated $37.2K and bringing the position to 5,935 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2758.

Carson Wealth (CWM LLC) first reported a position in LOB in Q1 2022 and has held it in 16 quarters since. 228 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

Carson Wealth (CWM LLC) held 5,935 shares of Live Oak Bancshares worth $196K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,009 Live Oak Bancshares shares in Q1 2026, an estimated $37.2K.
Live Oak Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2758 holding.
Carson Wealth (CWM LLC) first reported a position in Live Oak Bancshares in Q1 2022 and has held it in 16 quarters since.
228 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.