GRP
LOB icon

Global Retirement Partners’s Live Oak Bancshares LOB Stock Holding History

Global Retirement Partners’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
Q4 		$67K Sell
1,951
-325
-14% -$10.9K ﹤0.01% 2167
2025
Q3 		$80.2K Sell
2,276
-298
-12% -$10.3K ﹤0.01% 1621
2025
Q2 		$76.7K Buy
+2,574
New +$69.4K ﹤0.01% 1553
2024
Q4 		$102K Sell
2,569
-99
-4% -$4.46K ﹤0.01% 1260
2024
Q3 		$126K Sell
2,668
-148
-5% -$6.19K ﹤0.01% 1121
2024
Q2 		$98.7K Sell
2,816
-15
-0.5% -$531 ﹤0.01% 1211
2024
Q1 		$118K Buy
2,831
+2
+0.1% +$80 ﹤0.01% 1013
2023
Q4 		$113K Sell
2,829
-23
-0.8% -$772 ﹤0.01% 980
2023
Q3 		$78K Sell
2,852
-1,523
-35% -$49K ﹤0.01% 1040
2023
Q2 		$115K Buy
4,375
+4
+0.1% +$94 0.01% 885
2023
Q1 		$94.9K Buy
4,371
+1,169
+37% +$36.7K 0.01% 947
2022
Q4 		$96.7K Buy
3,202
+1,327
+71% +$42.4K 0.01% 829
2022
Q3 		$61K Buy
+1,875
New +$67.3K ﹤0.01% 940

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return