Cerity Partners’s Live Oak Bancshares LOB Stock Holding History

Cerity Partners’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	$242K	Buy	+5,928	New	+$222K	﹤0.01%	2944
2022 Q3	–	Sell	-7,777	Closed	-$263K	–	1222
2022 Q2	$263K	Buy	7,777 +34	+0.4%	+$1.41K	﹤0.01%	960
2022 Q1	$394K	Sell	7,743 -250	-3%	-$16K	0.01%	649
2021 Q4	$698K	Hold	7,993	–	–	0.01%	506
2021 Q3	$509K	Hold	7,993	–	–	0.01%	462
2021 Q2	$472K	Hold	7,993	–	–	0.01%	482
2021 Q1	$547K	Buy	+7,993	New	+$419K	0.01%	432

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

Cerity Partners's LOB Position: Q2 2026 in Review

Cerity Partners opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 5,928 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #2944 among its holdings. This is a return to the name: Cerity Partners previously reported a position in LOB as recently as Q2 2022.

Cerity Partners first reported a position in LOB in Q1 2021 and has held it in 7 quarters since. The position peaked at $698K in Q4 2021. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Cerity Partners held 5,928 shares of Live Oak Bancshares worth $242K as of Q2 2026.
Live Oak Bancshares was a new Cerity Partners position in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2944 holding.
Cerity Partners first reported a position in Live Oak Bancshares in Q1 2021 and has held it in 7 quarters since.
Cerity Partners's Live Oak Bancshares position peaked at $698K in Q4 2021.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.