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Hemington Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Hemington 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
2025
Q2 		– Sell
-17
Closed – – 1629
2025
Q1 		$0 Sell
17
-3
-15% -$100 ﹤0.01% 1644
2024
Q4 		$0 Buy
20
+5
+33% +$225 ﹤0.01% 1677
2024
Q3 		$0 Buy
+15
New +$627 ﹤0.01% 1632

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

Hemington Wealth Management's LOB Position: Q2 2025 in Review

Hemington Wealth Management sold out of Live Oak Bancshares (LOB) in Q2 2025, closing a stake of 17 shares.

Hemington Wealth Management first reported a position in LOB in Q3 2024 and held it in 3 quarters. The position peaked at $0 in Q1 2025. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

  • Hemington Wealth Management reported no remaining Live Oak Bancshares position as of Q2 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 17 Live Oak Bancshares shares in Q2 2025.
  • Hemington Wealth Management first reported a position in Live Oak Bancshares in Q3 2024 and held it in 3 quarters.
  • Hemington Wealth Management's Live Oak Bancshares position peaked at $0 in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on Hemington Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.