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 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%	1356

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 $3.37T AUM 44.26% 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

IFP Advisors's LOB Position: Q2 2026 in Review

IFP Advisors increased its Live Oak Bancshares (LOB) stake by 14% in Q2 2026, buying an estimated $262 and bringing the position to 56 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #4180.

IFP Advisors first reported a position in LOB in Q1 2016 and has held it in 13 quarters since. The position peaked at $177K in Q4 2020. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

IFP Advisors held 56 shares of Live Oak Bancshares worth $2.29K as of Q2 2026.
IFP Advisors bought 7 Live Oak Bancshares shares in Q2 2026, an estimated $262.
Live Oak Bancshares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4180 holding.
IFP Advisors first reported a position in Live Oak Bancshares in Q1 2016 and has held it in 13 quarters since.
IFP Advisors's Live Oak Bancshares position peaked at $177K in Q4 2020.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.