FFA
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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
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

TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 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
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
BP
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

Farther Finance Advisors's LOB Position: Q2 2026 in Review

Farther Finance Advisors increased its Live Oak Bancshares (LOB) stake by 58% in Q2 2026, buying an estimated $3.29K and bringing the position to 239 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #4435.

Farther Finance Advisors first reported a position in LOB in Q4 2022 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Farther Finance Advisors held 239 shares of Live Oak Bancshares worth $9.76K as of Q2 2026.
  • Farther Finance Advisors bought 88 Live Oak Bancshares shares in Q2 2026, an estimated $3.29K.
  • Live Oak Bancshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4435 holding.
  • Farther Finance Advisors first reported a position in Live Oak Bancshares in Q4 2022 and has held it in 12 quarters since.
  • 25 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.