Clearstead Advisors’s Live Oak Bancshares LOB Stock Holding History

Clearstead Advisors’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	$859	Buy	+21	New	+$785	﹤0.01%	2744
2025 Q4	–	Sell	-12	Closed	-$423	–	3043
2025 Q3	$423	Buy	+12	New	+$413	﹤0.01%	2760
2023 Q2	–	Sell	-35	Closed	-$859	–	1414
2023 Q1	$859	Hold	35	–	–	﹤0.01%	1256
2022 Q4	$1.06K	Hold	35	–	–	﹤0.01%	1167
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	1165
2022 Q2	$1K	Hold	35	–	–	﹤0.01%	1196
2022 Q1	$2K	Hold	35	–	–	﹤0.01%	1210
2021 Q4	$3K	Hold	35	–	–	﹤0.01%	1066
2021 Q3	$2K	Hold	35	–	–	﹤0.01%	1133
2021 Q2	$2K	Hold	35	–	–	﹤0.01%	1056
2021 Q1	$2K	Hold	35	–	–	﹤0.01%	972
2020 Q4	$2K	Buy	+35	New	+$1.4K	﹤0.01%	891

Other funds holding LOB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

TCOTS

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

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Clearstead Advisors's LOB Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 21 shares worth $859. The stake represents ﹤0.01% of the portfolio and ranks #2744 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in LOB as recently as Q3 2025.

Clearstead Advisors first reported a position in LOB in Q4 2020 and has held it in 12 quarters since. The position peaked at $3K in Q4 2021. 93 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Clearstead Advisors held 21 shares of Live Oak Bancshares worth $859 as of Q2 2026.
Live Oak Bancshares was a new Clearstead Advisors position in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2744 holding.
Clearstead Advisors first reported a position in Live Oak Bancshares in Q4 2020 and has held it in 12 quarters since.
Clearstead Advisors's Live Oak Bancshares position peaked at $3K in Q4 2021.
93 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.