First Command Advisory Services’s Live Oak Bancshares LOB Stock Holding History

First Command Advisory Services’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 Q1	$6.78K	Hold	205	–	–	﹤0.01%	689
2025 Q4	$7.04K	Hold	205	–	–	﹤0.01%	499
2025 Q3	$7.22K	Buy	+205	New	+$7.06K	﹤0.01%	445
2024 Q2	–	Sell	-15	Closed	-$623	–	580
2024 Q1	$623	Buy	+15	New	+$597	﹤0.01%	508
2023 Q2	–	Sell	-50	Closed	–	–	131
2023 Q1	$0	Buy	+50	New	+$1.57K	﹤0.01%	179

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Command Advisory Services's LOB Position: Q1 2026 in Review

First Command Advisory Services held its Live Oak Bancshares (LOB) position steady in Q1 2026 at 205 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

First Command Advisory Services first reported a position in LOB in Q1 2023 and has held it in 5 quarters since. The position peaked at $7.22K in Q3 2025. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

First Command Advisory Services held 205 shares of Live Oak Bancshares worth $6.78K as of Q1 2026.
First Command Advisory Services left its Live Oak Bancshares share count unchanged in Q1 2026.
Live Oak Bancshares made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #689 holding.
First Command Advisory Services first reported a position in Live Oak Bancshares in Q1 2023 and has held it in 5 quarters since.
First Command Advisory Services's Live Oak Bancshares position peaked at $7.22K in Q3 2025.
227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.