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Golden State Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Golden State Wealth 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
2026
Q1 		$2.15K Hold
65
– – ﹤0.01% 1338
2025
Q4 		$2.23K Hold
65
– – ﹤0.01% 1369
2025
Q3 		$2.29K Buy
+65
New +$2.24K ﹤0.01% 1369

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden State Wealth Management's LOB Position: Q1 2026 in Review

Golden State Wealth Management held its Live Oak Bancshares (LOB) position steady in Q1 2026 at 65 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Golden State Wealth Management first reported a position in LOB in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.29K in Q3 2025. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Golden State Wealth Management held 65 shares of Live Oak Bancshares worth $2.15K as of Q1 2026.
  • Golden State Wealth Management left its Live Oak Bancshares share count unchanged in Q1 2026.
  • Live Oak Bancshares made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1338 holding.
  • Golden State Wealth Management first reported a position in Live Oak Bancshares in Q3 2025 and has held it in 3 quarters since.
  • Golden State Wealth Management's Live Oak Bancshares position peaked at $2.29K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.