Cetera Investment Advisers
LOB icon

Cetera Investment Advisers’s Live Oak Bancshares LOB Stock Holding History

Cetera Investment Advisers’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 		$558K Sell
16,887
-1,483
-8% -$54.6K ﹤0.01% 3406
2025
Q4 		$631K Sell
18,370
-1,743
-9% -$58.3K ﹤0.01% 3237
2025
Q3 		$708K Buy
20,113
+3,762
+23% +$130K ﹤0.01% 3084
2025
Q2 		$487K Sell
16,351
-1,528
-9% -$41.2K ﹤0.01% 2993
2025
Q1 		$477K Buy
17,879
+2,259
+14% +$75.1K ﹤0.01% 2885
2024
Q4 		$618K Buy
15,620
+3,553
+29% +$160K ﹤0.01% 2517
2024
Q3 		$572K Buy
12,067
+353
+3% +$14.8K ﹤0.01% 2538
2024
Q2 		$411K Buy
11,714
+5,749
+96% +$204K ﹤0.01% 2747
2024
Q1 		$248K Buy
+5,965
New +$237K ﹤0.01% 3199

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return