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 Q2	$665K	Sell	16,278 -609	-4%	-$22.8K	﹤0.01%	3427
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 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

Cetera Investment Advisers's LOB Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Live Oak Bancshares (LOB) stake by 3.6% in Q2 2026, selling an estimated $22.8K and leaving 16,278 shares worth $665K. The position accounts for ﹤0.01% of the portfolio, ranked #3427.

Cetera Investment Advisers first reported a position in LOB in Q1 2024 and has held it in 10 quarters since. The position peaked at $708K in Q3 2025. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Cetera Investment Advisers held 16,278 shares of Live Oak Bancshares worth $665K as of Q2 2026.
Cetera Investment Advisers sold 609 Live Oak Bancshares shares in Q2 2026, an estimated $22.8K.
Live Oak Bancshares made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3427 holding.
Cetera Investment Advisers first reported a position in Live Oak Bancshares in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's Live Oak Bancshares position peaked at $708K in Q3 2025.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.