Chatham Capital Group’s Live Oak Bancshares LOB Stock Holding History

Chatham Capital Group’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	$2.41M	Buy	58,903 +6,353	+12%	+$238K	0.31%	88
2026 Q1	$1.74M	Sell	52,550 -4,728	-8%	-$174K	0.25%	100
2025 Q4	$1.97M	Buy	57,278 +775	+1%	+$25.9K	0.28%	97
2025 Q3	$1.99M	Sell	56,503 -420	-0.7%	-$14.5K	0.29%	95
2025 Q2	$1.7M	Sell	56,923 -330	-0.6%	-$8.9K	0.26%	99
2025 Q1	$1.53M	Buy	57,253 +2,535	+5%	+$84.3K	0.25%	101
2024 Q4	$2.16M	Sell	54,718 -1,240	-2%	-$55.8K	0.36%	83
2024 Q3	$2.65M	Buy	55,958 +12,143	+28%	+$508K	0.43%	71
2024 Q2	$1.54M	Buy	43,815 +735	+2%	+$26K	0.27%	101
2024 Q1	$1.79M	Buy	43,080 +5,045	+13%	+$201K	0.33%	90
2023 Q4	$1.73M	Sell	38,035 -2,090	-5%	-$70.1K	0.35%	83
2023 Q3	$1.16M	Buy	+40,125	New	+$1.29M	0.26%	104

Other funds holding LOB

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return