E. Ohman J:or Asset Management’s Live Oak Bancshares LOB Stock Holding History

E. Ohman J:or Asset Management’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	$4.03M	Hold	98,745	–	–	0.09%	113
2026 Q1	$3.27M	Buy	98,745 +8,414	+9%	+$310K	0.09%	126
2025 Q4	$3.1M	Buy	90,331 +146	+0.2%	+$4.89K	0.07%	128
2025 Q3	$3.18M	Sell	90,185 -2,320	-3%	-$79.9K	0.07%	126
2025 Q2	$2.76M	Buy	92,505 +2,536	+3%	+$68.4K	0.07%	136
2025 Q1	$2.4M	Buy	89,969 +40,343	+81%	+$1.34M	0.06%	149
2024 Q4	$1.96M	Hold	49,626	–	–	0.05%	173
2024 Q3	$2.35M	Buy	49,626 +3,700	+8%	+$155K	0.06%	144
2024 Q2	$1.61M	Buy	45,926 +1,326	+3%	+$46.9K	0.04%	187
2024 Q1	$1.85M	Buy	+44,600	New	+$1.78M	0.05%	165

Other funds holding LOB

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

E. Ohman J:or Asset Management's LOB Position: Q2 2026 in Review

E. Ohman J:or Asset Management held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 98,745 shares worth $4.03M. The position accounts for 0.09% of the portfolio, ranked #113.

E. Ohman J:or Asset Management first reported a position in LOB in Q1 2024 and has held it in 10 quarters since. 24 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

E. Ohman J:or Asset Management held 98,745 shares of Live Oak Bancshares worth $4.03M as of Q2 2026.
E. Ohman J:or Asset Management left its Live Oak Bancshares share count unchanged in Q2 2026.
Live Oak Bancshares made up 0.09% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #113 holding.
E. Ohman J:or Asset Management first reported a position in Live Oak Bancshares in Q1 2024 and has held it in 10 quarters since.
24 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.