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Farther Finance Advisors’s Live Oak Bancshares LOB Stock Holding History

Farther Finance 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
Q3 		$6.01K Sell
166
-73
-31% -$2.97K ﹤0.01% 4905
2026
Q2 		$9.76K Buy
239
+88
+58% +$3.29K ﹤0.01% 4435
2026
Q1 		$5.04K Buy
151
+12
+9% +$442 ﹤0.01% 4489
2025
Q4 		$4.78K Buy
139
+32
+30% +$1.07K ﹤0.01% 4329
2025
Q3 		$3.77K Buy
107
+14
+15% +$482 ﹤0.01% 3886
2025
Q2 		$2.77K Sell
93
-2
-2% -$54 ﹤0.01% 3583
2025
Q1 		$2.55K Sell
95
-32
-25% -$1.06K ﹤0.01% 3288
2024
Q4 		$5.02K Sell
127
-19
-13% -$855 ﹤0.01% 2664
2024
Q3 		$6.92K Sell
146
-4
-3% -$167 ﹤0.01% 2517
2024
Q2 		$5.13K Buy
150
+147
+4,900% +$5.21K ﹤0.01% 2390
2024
Q1 		$122 Hold
3
– – ﹤0.01% 3349
2023
Q4 		$137 Buy
+3
New +$101 ﹤0.01% 3273
2023
Q1 		– Sell
-119
Closed -$3.59K – 2394
2022
Q4 		$3.59K Buy
+119
New +$3.8K ﹤0.01% 1278

Other funds holding LOB

CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's LOB Position: Q3 2026 in Review

Farther Finance Advisors reduced its Live Oak Bancshares (LOB) stake by 31% in Q3 2026, selling an estimated $2.97K and leaving 166 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #4905.

Farther Finance Advisors first reported a position in LOB in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.76K in Q2 2026. 5 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • Farther Finance Advisors held 166 shares of Live Oak Bancshares worth $6.01K as of Q3 2026.
  • Farther Finance Advisors sold 73 Live Oak Bancshares shares in Q3 2026, an estimated $2.97K.
  • Live Oak Bancshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4905 holding.
  • Farther Finance Advisors first reported a position in Live Oak Bancshares in Q4 2022 and has held it in 13 quarters since.
  • Farther Finance Advisors's Live Oak Bancshares position peaked at $9.76K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.