DiNuzzo Private Wealth’s Live Oak Bancshares LOB Stock Holding History

DiNuzzo Private Wealth’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	$82	Hold	2	–	–	﹤0.01%	1305
2026 Q1	$67	Hold	2	–	–	﹤0.01%	1296
2025 Q4	$69	Hold	2	–	–	﹤0.01%	1319
2025 Q3	$78	Hold	2	–	–	﹤0.01%	1320
2025 Q2	$60	Sell	2 -4	-67%	-$108	﹤0.01%	1322
2025 Q1	$160	Hold	6	–	–	﹤0.01%	1262
2024 Q4	$238	Hold	6	–	–	﹤0.01%	1253
2024 Q3	$285	Hold	6	–	–	﹤0.01%	1251
2024 Q2	$211	Buy	6 +1	+20%	+$35	﹤0.01%	1261
2024 Q1	$208	Sell	5 -1	-17%	-$40	﹤0.01%	1194
2023 Q4	$273	Buy	+6	New	+$201	﹤0.01%	1150

Other funds holding LOB

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

DiNuzzo Private Wealth's LOB Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 2 shares worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

DiNuzzo Private Wealth first reported a position in LOB in Q4 2023 and has held it in 11 quarters since. The position peaked at $285 in Q3 2024. 25 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

DiNuzzo Private Wealth held 2 shares of Live Oak Bancshares worth $82 as of Q2 2026.
DiNuzzo Private Wealth left its Live Oak Bancshares share count unchanged in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1305 holding.
DiNuzzo Private Wealth first reported a position in Live Oak Bancshares in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Live Oak Bancshares position peaked at $285 in Q3 2024.
25 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.