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 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	–	4553
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	–	3767
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	–	3331
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	–	3963
2016 Q1	$20K	Buy	+1,374	New	+$18.6K	﹤0.01%	1356

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 New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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