CoreCap Advisors’s Live Oak Bancshares LOB Stock Holding History

CoreCap 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 Q3	$21.2K	Buy	585 +203	+53%	+$8.27K	﹤0.01%	1762
2026 Q2	$15.6K	Buy	382 +129	+51%	+$4.82K	﹤0.01%	1900
2026 Q1	$8.37K	Buy	253 +137	+118%	+$5.05K	﹤0.01%	2010
2025 Q4	$3.98K	Buy	+116	New	+$3.88K	﹤0.01%	2285
2025 Q2	–	Sell	-16	Closed	-$427	–	3034
2025 Q1	$427	Buy	+16	New	+$532	﹤0.01%	2742
2022 Q1	–	Sell	-36	Closed	-$3K	–	1403
2021 Q4	$3K	Buy	+36	New	+$3K	﹤0.01%	1882

Other funds holding LOB

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

CoreCap Advisors's LOB Position: Q3 2026 in Review

CoreCap Advisors increased its Live Oak Bancshares (LOB) stake by 53% in Q3 2026, buying an estimated $8.27K and bringing the position to 585 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

CoreCap Advisors first reported a position in LOB in Q4 2021 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

CoreCap Advisors held 585 shares of Live Oak Bancshares worth $21.2K as of Q3 2026.
CoreCap Advisors bought 203 Live Oak Bancshares shares in Q3 2026, an estimated $8.27K.
Live Oak Bancshares made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1762 holding.
CoreCap Advisors first reported a position in Live Oak Bancshares in Q4 2021 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.