EverSource Wealth Advisors’s Live Oak Bancshares LOB Stock Holding History

EverSource Wealth Advisors’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	$8.46K	Sell	207 -83	-29%	-$3.1K	﹤0.01%	3001
2026 Q1	$9.59K	Buy	290 +228	+368%	+$8.4K	﹤0.01%	2940
2025 Q4	$2.13K	Buy	62 +48	+343%	+$1.61K	﹤0.01%	3482
2025 Q3	$493	Hold	14	–	–	﹤0.01%	3954
2025 Q2	$417	Buy	14 +8	+133%	+$216	﹤0.01%	3940
2025 Q1	$160	Buy	6 +1	+20%	+$33	﹤0.01%	3738
2024 Q4	$198	Sell	5 -49	-91%	-$2.21K	﹤0.01%	3431
2024 Q3	$2.56K	Sell	54 -11	-17%	-$460	﹤0.01%	2462
2024 Q2	$2.93K	Buy	+65	New	+$2.3K	﹤0.01%	2420

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's LOB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Live Oak Bancshares (LOB) stake by 29% in Q2 2026, selling an estimated $3.1K and leaving 207 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #3001.

EverSource Wealth Advisors first reported a position in LOB in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.59K in Q1 2026. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

EverSource Wealth Advisors held 207 shares of Live Oak Bancshares worth $8.46K as of Q2 2026.
EverSource Wealth Advisors sold 83 Live Oak Bancshares shares in Q2 2026, an estimated $3.1K.
Live Oak Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3001 holding.
EverSource Wealth Advisors first reported a position in Live Oak Bancshares in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors'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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.