Commonwealth Equity Services
LOB icon

Commonwealth Equity Services’s Live Oak Bancshares LOB Stock Holding History

Commonwealth Equity Services’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 		$324K Buy
+7,941
New +$297K ﹤0.01% 3702
2025
Q4 		– Sell
-90,602
Closed -$3.19M – 4384
2025
Q3 		$3.19M Buy
90,602
+1,398
+2% +$48.2K ﹤0.01% 1664
2025
Q2 		$2.66M Buy
89,204
+3,059
+4% +$82.5K ﹤0.01% 1770
2025
Q1 		$2.3M Buy
86,145
+6,732
+8% +$224K ﹤0.01% 1815
2024
Q4 		$3.14M Buy
79,413
+2,301
+3% +$104K ﹤0.01% 1545
2024
Q3 		$3.65M Sell
77,112
-9,237
-11% -$386K 0.01% 1439
2024
Q2 		$3.03M Buy
86,349
+81
+0.1% +$2.87K ﹤0.01% 1520
2024
Q1 		$3.58M Sell
86,268
-4,854
-5% -$193K 0.01% 1390
2023
Q4 		$4.15M Sell
91,122
-8,407
-8% -$282K 0.01% 1213
2023
Q3 		$2.88M Sell
99,529
-3,163
-3% -$102K 0.01% 1361
2023
Q2 		$2.7M Buy
102,692
+4,212
+4% +$99.1K 0.01% 1425
2023
Q1 		$2.4K Buy
98,480
+1,103
+1% +$34.6K 0.01% 1449
2022
Q4 		$2.94M Sell
97,377
-209
-0.2% -$6.67K 0.01% 1245
2022
Q3 		$2.99M Buy
97,586
+780
+0.8% +$28K 0.01% 1179
2022
Q2 		$3.28M Buy
96,806
+659
+0.7% +$27.2K 0.01% 1130
2022
Q1 		$4.89M Buy
96,147
+2,286
+2% +$146K 0.01% 951
2021
Q4 		$8.19M Sell
93,861
-16,229
-15% -$1.35M 0.02% 682
2021
Q3 		$7M Buy
110,090
+1,804
+2% +$107K 0.02% 697
2021
Q2 		$6.39M Buy
108,286
+51,666
+91% +$3.24M 0.02% 729
2021
Q1 		$3.88M Sell
56,620
-6,621
-10% -$347K 0.01% 912
2020
Q4 		$3M Sell
63,241
-66,698
-51% -$2.67M 0.01% 993
2020
Q3 		$3.29M Sell
129,939
-26,312
-17% -$512K 0.01% 827
2020
Q2 		$2.27M Sell
156,251
-13,315
-8% -$181K 0.01% 975
2020
Q1 		$2.11M Buy
169,566
+6,361
+4% +$101K 0.01% 874
2019
Q4 		$3.1M Sell
163,205
-3,310
-2% -$61.2K 0.01% 808
2019
Q3 		$3.01M Buy
166,515
+231
+0.1% +$4.16K 0.01% 767
2019
Q2 		$2.85M Buy
166,284
+1,001
+0.6% +$16.4K 0.01% 789
2019
Q1 		$2.41M Buy
165,283
+1,502
+0.9% +$23.1K 0.01% 842
2018
Q4 		$2.42M Sell
163,781
-9,410
-5% -$181K 0.01% 764
2018
Q3 		$4.64M Sell
173,191
-75,239
-30% -$2.25M 0.02% 560
2018
Q2 		$7.61M Buy
248,430
+1,206
+0.5% +$35.4K 0.04% 383
2018
Q1 		$6.87M Sell
247,224
-6
-0% -$159 0.04% 383
2017
Q4 		$5.9M Buy
247,230
+1,093
+0.4% +$26.4K 0.03% 432
2017
Q3 		$5.77M Buy
246,137
+1,609
+0.7% +$37.6K 0.03% 400
2017
Q2 		$5.92M Sell
244,528
-11,320
-4% -$271K 0.04% 383
2017
Q1 		$5.54M Buy
255,848
+40,652
+19% +$862K 0.04% 384
2016
Q4 		$3.98M Sell
215,196
-3,000
-1% -$49.8K 0.03% 455
2016
Q3 		$3.15M Hold
218,196
– – 0.03% 506
2016
Q2 		$3.08M Sell
218,196
-114
-0.1% -$1.74K 0.03% 502
2016
Q1 		$3.27M Hold
218,310
– – 0.03% 468
2015
Q4 		$3.1M Buy
+218,310
New +$3.37M 0.03% 473

Other funds holding LOB

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services's LOB Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 7,941 shares worth $324K. The stake represents ﹤0.01% of the portfolio and ranks #3702 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in LOB as recently as Q3 2025.

Commonwealth Equity Services first reported a position in LOB in Q4 2015 and has held it in 41 quarters since. The position peaked at $8.19M in Q4 2021. 57 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Commonwealth Equity Services held 7,941 shares of Live Oak Bancshares worth $324K as of Q2 2026.
  • Live Oak Bancshares was a new Commonwealth Equity Services position in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3702 holding.
  • Commonwealth Equity Services first reported a position in Live Oak Bancshares in Q4 2015 and has held it in 41 quarters since.
  • Commonwealth Equity Services's Live Oak Bancshares position peaked at $8.19M in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.