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First Horizon Advisors’s Live Oak Bancshares LOB Stock Holding History

First Horizon 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
2025
Q2 		$11.9K Hold
400
– – ﹤0.01% 1613
2025
Q1 		$10.7K Hold
400
– – ﹤0.01% 1578
2024
Q4 		$15.8K Hold
400
– – ﹤0.01% 1421
2024
Q3 		$18.9K Hold
400
– – ﹤0.01% 1379
2024
Q2 		$14K Hold
400
– – ﹤0.01% 1408
2024
Q1 		$16.6K Hold
400
– – ﹤0.01% 1405
2023
Q4 		$18.2K Hold
400
– – ﹤0.01% 1373
2023
Q3 		$11.6K Buy
+400
New +$12.9K ﹤0.01% 1457

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Horizon Advisors's LOB Position: Q2 2025 in Review

First Horizon Advisors held its Live Oak Bancshares (LOB) position steady in Q2 2025 at 400 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

First Horizon Advisors first reported a position in LOB in Q3 2023 and has held it in 8 quarters since. The position peaked at $18.9K in Q3 2024. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

  • First Horizon Advisors held 400 shares of Live Oak Bancshares worth $11.9K as of Q2 2025.
  • First Horizon Advisors left its Live Oak Bancshares share count unchanged in Q2 2025.
  • Live Oak Bancshares made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1613 holding.
  • First Horizon Advisors first reported a position in Live Oak Bancshares in Q3 2023 and has held it in 8 quarters since.
  • First Horizon Advisors's Live Oak Bancshares position peaked at $18.9K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.