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Garton & Associates Financial Advisors’s Live Oak Bancshares LOB Stock Holding History

Garton & Associates Financial 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
2026
Q1 		– Sell
-503
Closed -$17.3K – 439
2025
Q4 		$17.3K Buy
+503
New +$16.8K 0.01% 692

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Garton & Associates Financial Advisors's LOB Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Live Oak Bancshares (LOB) in Q1 2026, closing a stake of 503 shares — an estimated $17.3K sold.

Garton & Associates Financial Advisors first reported a position in LOB in Q4 2025 and held it in 1 quarter. The position peaked at $17.3K in Q4 2025. 228 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Live Oak Bancshares position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 503 Live Oak Bancshares shares in Q1 2026, an estimated $17.3K.
  • Garton & Associates Financial Advisors first reported a position in Live Oak Bancshares in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Live Oak Bancshares position peaked at $17.3K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.