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Essential Partners’s Live Oak Bancshares LOB Stock Holding History

Essential Partners’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 		$8.21K Sell
201
-89
-31% -$3.33K ﹤0.01% 1313
2026
Q1 		$9.59K Buy
290
+111
+62% +$4.09K ﹤0.01% 1277
2025
Q4 		$6.15K Buy
179
+103
+136% +$3.45K ﹤0.01% 1344
2025
Q3 		$2.68K Hold
76
– – ﹤0.01% 1694
2025
Q2 		$2.27K Buy
+76
New +$2.05K ﹤0.01% 1277

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Essential Partners's LOB Position: Q2 2026 in Review

Essential Partners reduced its Live Oak Bancshares (LOB) stake by 31% in Q2 2026, selling an estimated $3.33K and leaving 201 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Essential Partners first reported a position in LOB in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.59K in Q1 2026. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Essential Partners held 201 shares of Live Oak Bancshares worth $8.21K as of Q2 2026.
  • Essential Partners sold 89 Live Oak Bancshares shares in Q2 2026, an estimated $3.33K.
  • Live Oak Bancshares made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1313 holding.
  • Essential Partners first reported a position in Live Oak Bancshares in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Live Oak Bancshares position peaked at $9.59K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.