CWP
LOB icon

Concord Wealth Partners’s Live Oak Bancshares LOB Stock Holding History

Concord Wealth Partners’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 		– Sell
-2,850
Closed -$97.9K – 537
2025
Q4 		$97.9K Hold
2,850
– – 0.01% 257
2025
Q3 		$100K Hold
2,850
– – 0.01% 255
2025
Q2 		$84.9K Hold
2,850
– – 0.01% 283
2025
Q1 		$76K Hold
2,850
– – 0.01% 273
2024
Q4 		$113K Hold
2,850
– – 0.02% 241
2024
Q3 		$135K Hold
2,850
– – 0.02% 237
2024
Q2 		$99.9K Hold
2,850
– – 0.02% 242
2024
Q1 		$118K Sell
2,850
-376
-12% -$15K 0.02% 256
2023
Q4 		$147K Sell
3,226
-28
-0.9% -$940 0.03% 241
2023
Q3 		$94.2K Hold
3,254
– – 0.02% 291
2023
Q2 		$85.6K Buy
3,254
+3,226
+11,521% +$75.9K 0.02% 293
2023
Q1 		$682 Sell
28
-3,052
-99% -$95.7K ﹤0.01% 926
2022
Q4 		$93K Buy
+3,080
New +$98.3K 0.03% 268

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 $5.72T 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

Concord Wealth Partners's LOB Position: Q1 2026 in Review

Concord Wealth Partners sold out of Live Oak Bancshares (LOB) in Q1 2026, closing a stake of 2,850 shares — an estimated $97.9K sold.

Concord Wealth Partners first reported a position in LOB in Q4 2022 and held it in 13 quarters. The position peaked at $147K in Q4 2023. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Concord Wealth Partners reported no remaining Live Oak Bancshares position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 2,850 Live Oak Bancshares shares in Q1 2026, an estimated $97.9K.
  • Concord Wealth Partners first reported a position in Live Oak Bancshares in Q4 2022 and held it in 13 quarters.
  • Concord Wealth Partners's Live Oak Bancshares position peaked at $147K in Q4 2023.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.