DiNuzzo Private Wealth
LOB icon

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
Q3 		$73 Hold
2
– – ﹤0.01% 1328
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

Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

DiNuzzo Private Wealth's LOB Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Live Oak Bancshares (LOB) position steady in Q3 2026 at 2 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

DiNuzzo Private Wealth first reported a position in LOB in Q4 2023 and has held it in 12 quarters since. The position peaked at $285 in Q3 2024. 49 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • DiNuzzo Private Wealth held 2 shares of Live Oak Bancshares worth $73 as of Q3 2026.
  • DiNuzzo Private Wealth left its Live Oak Bancshares share count unchanged in Q3 2026.
  • Live Oak Bancshares made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1328 holding.
  • DiNuzzo Private Wealth first reported a position in Live Oak Bancshares in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Live Oak Bancshares position peaked at $285 in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.