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Fourth Dimension Wealth’s Live Oak Bancshares LOB Stock Holding History

Fourth Dimension Wealth’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 		– Sell
-250
Closed -$6.67K – 631
2025
Q1 		$6.67K Hold
250
– – ﹤0.01% 464
2024
Q4 		$9.89K Buy
+250
New +$11.3K 0.01% 423

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

Fourth Dimension Wealth's LOB Position: Q2 2025 in Review

Fourth Dimension Wealth sold out of Live Oak Bancshares (LOB) in Q2 2025, closing a stake of 250 shares — an estimated $6.67K sold.

Fourth Dimension Wealth first reported a position in LOB in Q4 2024 and held it in 2 quarters. The position peaked at $9.89K in Q4 2024. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

  • Fourth Dimension Wealth reported no remaining Live Oak Bancshares position as of Q2 2025 after selling out during the quarter.
  • Fourth Dimension Wealth sold 250 Live Oak Bancshares shares in Q2 2025, an estimated $6.67K.
  • Fourth Dimension Wealth first reported a position in Live Oak Bancshares in Q4 2024 and held it in 2 quarters.
  • Fourth Dimension Wealth's Live Oak Bancshares position peaked at $9.89K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on Fourth Dimension Wealth's 13F filing for Q2 2025, filed 5 Aug 2025.