BPI
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BFC Planning, Inc.’s Live Oak Bancshares LOB Stock Holding History

BFC Planning, Inc.’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 		$1.47K Hold
36
– – ﹤0.01% 3057
2026
Q1 		$1.19K Buy
36
+29
+414% +$1.07K ﹤0.01% 2713
2025
Q4 		$240 Hold
7
– – ﹤0.01% 3014
2025
Q3 		$247 Hold
7
– – ﹤0.01% 2809
2025
Q2 		$209 Hold
7
– – ﹤0.01% 2606
2025
Q1 		$187 Hold
7
– – ﹤0.01% 2589
2024
Q4 		$277 Buy
+7
New +$315 ﹤0.01% 2513

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Gilder Gagnon Howe & Co
Gilder Gagnon Howe & Co New York $9.7B AUM 55.7% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Southernsun Asset Management
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s LOB Position: Q2 2026 in Review

BFC Planning, Inc. held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 36 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3057.

BFC Planning, Inc. first reported a position in LOB in Q4 2024 and has held it in 7 quarters since. 241 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • BFC Planning, Inc. held 36 shares of Live Oak Bancshares worth $1.47K as of Q2 2026.
  • BFC Planning, Inc. left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #3057 holding.
  • BFC Planning, Inc. first reported a position in Live Oak Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 241 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.