IFP Advisors’s Live Oak Bancshares LOB Stock Holding History

IFP Advisors’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 Q3	$4.99K	Buy	138 +82	+146%	+$3.34K	﹤0.01%	3815
2026 Q2	$2.29K	Buy	56 +7	+14%	+$262	﹤0.01%	4180
2026 Q1	$1.62K	Sell	49 -3	-6%	-$111	﹤0.01%	4039
2025 Q4	$1.79K	Buy	52 +30	+136%	+$1K	﹤0.01%	3879
2025 Q3	$775	Buy	+22	New	+$758	﹤0.01%	4036
2025 Q2	–	Hold	0	–	–	–	3588
2025 Q1	–	Sell	-2	Closed	-$79	–	4513
2024 Q4	$79	Buy	+2	New	+$90	﹤0.01%	4114
2022 Q1	–	Sell	-263	Closed	-$23K	–	4575
2021 Q4	$23K	Hold	263	–	–	﹤0.01%	1886
2021 Q3	$16K	Sell	263 -82	-24%	-$4.86K	﹤0.01%	2085
2021 Q2	$21K	Buy	+345	New	+$21.6K	﹤0.01%	1908
2021 Q1	–	Sell	-3,738	Closed	-$196K	–	3133
2020 Q4	$177K	Sell	3,738 -2,326	-38%	-$93.2K	0.01%	855
2020 Q3	$152K	Buy	+6,064	New	+$118K	0.01%	807
2020 Q2	–	Sell	-2,000	Closed	-$27.1K	–	2854
2020 Q1	$25K	Buy	+2,000	New	+$31.7K	﹤0.01%	1401
2019 Q1	$20K	Buy	+1,374	New	+$21.1K	﹤0.01%	1356
2016 Q2	–	Sell	-1,374	Closed	-$20K	–	3962
2016 Q1	$20K	Buy	+1,374	New	+$18.6K	﹤0.01%	1358

Other funds holding LOB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

IFP Advisors's LOB Position: Q3 2026 in Review

IFP Advisors increased its Live Oak Bancshares (LOB) stake by 146% in Q3 2026, buying an estimated $3.34K and bringing the position to 138 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3815.

IFP Advisors first reported a position in LOB in Q1 2016 and has held it in 14 quarters since. The position peaked at $177K in Q4 2020. 148 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

IFP Advisors held 138 shares of Live Oak Bancshares worth $4.99K as of Q3 2026.
IFP Advisors bought 82 Live Oak Bancshares shares in Q3 2026, an estimated $3.34K.
Live Oak Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3815 holding.
IFP Advisors first reported a position in Live Oak Bancshares in Q1 2016 and has held it in 14 quarters since.
IFP Advisors's Live Oak Bancshares position peaked at $177K in Q4 2020.
148 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.