Creative Planning
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Creative Planning’s Live Oak Bancshares LOB Stock Holding History

Creative Planning’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 		$1.13M Sell
34,038
-2,539
-7% -$93.5K ﹤0.01% 2361
2025
Q4 		$1.26M Buy
36,577
+7,125
+24% +$239K ﹤0.01% 2104
2025
Q3 		$1.04M Buy
29,452
+7,794
+36% +$268K ﹤0.01% 2079
2025
Q2 		$645K Sell
21,658
-4,630
-18% -$125K ﹤0.01% 2243
2025
Q1 		$701K Buy
26,288
+17,444
+197% +$580K ﹤0.01% 2001
2024
Q4 		$350K Sell
8,844
-1,350
-13% -$60.8K ﹤0.01% 2537
2024
Q3 		$483K Buy
10,194
+2,725
+36% +$114K ﹤0.01% 2141
2024
Q2 		$262K Buy
7,469
+411
+6% +$14.6K ﹤0.01% 2473
2024
Q1 		$293K Buy
7,058
+899
+15% +$35.8K ﹤0.01% 2272
2023
Q4 		$280K Buy
+6,159
New +$207K ﹤0.01% 2141
2017
Q3 		– Sell
-134
Closed -$3K – 2910
2017
Q2 		$3K Hold
134
– – ﹤0.01% 4187
2017
Q1 		$3K Buy
+134
New +$2.84K ﹤0.01% 4168
2016
Q3 		– Sell
-100
Closed -$1K – 4665
2016
Q2 		$1K Hold
100
– – ﹤0.01% 4178
2016
Q1 		$2K Buy
+100
New +$1.35K ﹤0.01% 3962
2015
Q4 		– Sell
-2,000
Closed -$39K – 4503
2015
Q3 		$39K Buy
+2,000
New +$39.3K ﹤0.01% 2222

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

Creative Planning's LOB Position: Q1 2026 in Review

Creative Planning reduced its Live Oak Bancshares (LOB) stake by 6.9% in Q1 2026, selling an estimated $93.5K and leaving 34,038 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Creative Planning first reported a position in LOB in Q3 2015 and has held it in 15 quarters since. The position peaked at $1.26M in Q4 2025. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Creative Planning held 34,038 shares of Live Oak Bancshares worth $1.13M as of Q1 2026.
  • Creative Planning sold 2,539 Live Oak Bancshares shares in Q1 2026, an estimated $93.5K.
  • Live Oak Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2361 holding.
  • Creative Planning first reported a position in Live Oak Bancshares in Q3 2015 and has held it in 15 quarters since.
  • Creative Planning's Live Oak Bancshares position peaked at $1.26M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.