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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
Q2 		$116K Buy
+2,850
New +$107K 0.01% 275
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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's LOB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 2,850 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in LOB as recently as Q4 2025.

Concord Wealth Partners first reported a position in LOB in Q4 2022 and has held it in 14 quarters since. The position peaked at $147K in Q4 2023. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Concord Wealth Partners held 2,850 shares of Live Oak Bancshares worth $116K as of Q2 2026.
  • Live Oak Bancshares was a new Concord Wealth Partners position in Q2 2026.
  • Live Oak Bancshares made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #275 holding.
  • Concord Wealth Partners first reported a position in Live Oak Bancshares in Q4 2022 and has held it in 14 quarters since.
  • Concord Wealth Partners's Live Oak Bancshares position peaked at $147K in Q4 2023.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.