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
2026 Q2	$36.3K	Buy	+889	New	+$33.2K	﹤0.01%	2718
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

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Global Retirement Partners's LOB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 889 shares worth $36.3K. The stake represents ﹤0.01% of the portfolio and ranks #2718 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LOB as recently as Q4 2025.

Global Retirement Partners first reported a position in LOB in Q3 2022 and has held it in 14 quarters since. The position peaked at $126K in Q3 2024. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Global Retirement Partners held 889 shares of Live Oak Bancshares worth $36.3K as of Q2 2026.
Live Oak Bancshares was a new Global Retirement Partners position in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2718 holding.
Global Retirement Partners first reported a position in Live Oak Bancshares in Q3 2022 and has held it in 14 quarters since.
Global Retirement Partners's Live Oak Bancshares position peaked at $126K in Q3 2024.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.