Integrated Wealth Concepts’s Live Oak Bancshares LOB Stock Holding History

Integrated Wealth Concepts’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	$10.8K	Buy	+264	New	+$9.87K	﹤0.01%	4511

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

Integrated Wealth Concepts's LOB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 264 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #4511 among its holdings.

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

Integrated Wealth Concepts held 264 shares of Live Oak Bancshares worth $10.8K as of Q2 2026.
Live Oak Bancshares was a new Integrated Wealth Concepts position in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4511 holding.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.