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GeoWealth Management’s Live Oak Bancshares LOB Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-8
Closed -$316 – 1494
2024
Q4 		$316 Hold
8
– – ﹤0.01% 1743
2024
Q3 		$379 Buy
+8
New +$335 ﹤0.01% 1643

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

GeoWealth Management's LOB Position: Q1 2025 in Review

GeoWealth Management sold out of Live Oak Bancshares (LOB) in Q1 2025, closing a stake of 8 shares — an estimated $316 sold.

GeoWealth Management first reported a position in LOB in Q3 2024 and held it in 2 quarters. The position peaked at $379 in Q3 2024. 223 funds tracked by Wall St. Rank hold LOB as of Q1 2025.

  • GeoWealth Management reported no remaining Live Oak Bancshares position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 8 Live Oak Bancshares shares in Q1 2025, an estimated $316.
  • GeoWealth Management first reported a position in Live Oak Bancshares in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Live Oak Bancshares position peaked at $379 in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.