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 Q2	$2.49K	Sell	61 -144	-70%	-$5.38K	﹤0.01%	973
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 $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 $3.37T AUM 44.26% 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

First Command Advisory Services's LOB Position: Q2 2026 in Review

First Command Advisory Services reduced its Live Oak Bancshares (LOB) stake by 70% in Q2 2026, selling an estimated $5.38K and leaving 61 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

First Command Advisory Services first reported a position in LOB in Q1 2023 and has held it in 6 quarters since. The position peaked at $7.22K in Q3 2025. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

First Command Advisory Services held 61 shares of Live Oak Bancshares worth $2.49K as of Q2 2026.
First Command Advisory Services sold 144 Live Oak Bancshares shares in Q2 2026, an estimated $5.38K.
Live Oak Bancshares made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #973 holding.
First Command Advisory Services first reported a position in Live Oak Bancshares in Q1 2023 and has held it in 6 quarters since.
First Command Advisory Services's Live Oak Bancshares position peaked at $7.22K in Q3 2025.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.