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Horizon Financial Services’s Live Oak Bancshares LOB Stock Holding History

Horizon Financial Services’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 		$1.18K Buy
+29
New +$1.08K ﹤0.01% 528

Other funds holding LOB

WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Horizon Financial Services's LOB Position: Q2 2026 in Review

Horizon Financial Services opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 29 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings.

57 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Horizon Financial Services held 29 shares of Live Oak Bancshares worth $1.18K as of Q2 2026.
  • Live Oak Bancshares was a new Horizon Financial Services position in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #528 holding.
  • 57 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.