Center for Financial Planning’s Live Oak Bancshares LOB Stock Holding History

Center for Financial Planning’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	$20.4K	Hold	500	–	–	﹤0.01%	420
2026 Q1	$16.5K	Hold	500	–	–	﹤0.01%	434
2025 Q4	$17.2K	Hold	500	–	–	﹤0.01%	435
2025 Q3	$17.6K	Hold	500	–	–	﹤0.01%	436
2025 Q2	$14.9K	Hold	500	–	–	﹤0.01%	426
2025 Q1	$13.3K	Hold	500	–	–	﹤0.01%	438
2024 Q4	$19.8K	Hold	500	–	–	﹤0.01%	350
2024 Q3	$23.7K	Hold	500	–	–	﹤0.01%	320
2024 Q2	$17.5K	Hold	500	–	–	﹤0.01%	333
2024 Q1	$20.8K	Hold	500	–	–	﹤0.01%	326
2023 Q4	$22.8K	Hold	500	–	–	﹤0.01%	299
2023 Q3	$14.5K	Hold	500	–	–	﹤0.01%	320
2023 Q2	$13.2K	Hold	500	–	–	﹤0.01%	356
2023 Q1	$12.2K	Hold	500	–	–	﹤0.01%	339
2022 Q4	$15.1K	Hold	500	–	–	﹤0.01%	311
2022 Q3	$15K	Hold	500	–	–	﹤0.01%	312
2022 Q2	$17K	Hold	500	–	–	﹤0.01%	307
2022 Q1	$25K	Hold	500	–	–	0.01%	293
2021 Q4	$44K	Hold	500	–	–	0.01%	244
2021 Q3	$32K	Hold	500	–	–	0.01%	262
2021 Q2	$30K	Hold	500	–	–	0.01%	267
2021 Q1	$34K	Hold	500	–	–	0.01%	250
2020 Q4	$24K	Hold	500	–	–	0.01%	267
2020 Q3	$13K	Hold	500	–	–	﹤0.01%	292
2020 Q2	$7K	Hold	500	–	–	﹤0.01%	337
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	389
2019 Q4	$10K	Buy	+500	New	+$9.25K	﹤0.01%	309

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

Center for Financial Planning's LOB Position: Q2 2026 in Review

Center for Financial Planning held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 500 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Center for Financial Planning first reported a position in LOB in Q4 2019 and has held it in 27 quarters since. The position peaked at $44K in Q4 2021. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Center for Financial Planning held 500 shares of Live Oak Bancshares worth $20.4K as of Q2 2026.
Center for Financial Planning left its Live Oak Bancshares share count unchanged in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #420 holding.
Center for Financial Planning first reported a position in Live Oak Bancshares in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Live Oak Bancshares position peaked at $44K in Q4 2021.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.