JFS Wealth Advisors’s Live Oak Bancshares LOB Stock Holding History

JFS Wealth 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	$123	Hold	3	–	–	﹤0.01%	2211
2026 Q1	$100	Hold	3	–	–	﹤0.01%	1845
2025 Q4	$104	Hold	3	–	–	﹤0.01%	1884
2025 Q3	$106	Hold	3	–	–	﹤0.01%	1844
2025 Q2	$90	Sell	3 -22	-88%	-$593	﹤0.01%	1815
2025 Q1	$667	Hold	25	–	–	﹤0.01%	1731
2024 Q4	$989	Hold	25	–	–	﹤0.01%	1675
2024 Q3	$1.19K	Buy	25 +1	+4%	+$42	﹤0.01%	1658
2024 Q2	$842	Hold	24	–	–	﹤0.01%	1704
2024 Q1	$997	Hold	24	–	–	﹤0.01%	1662
2023 Q4	$1.09K	Sell	24 -1	-4%	-$34	﹤0.01%	1635
2023 Q3	$724	Buy	25 +8	+47%	+$257	﹤0.01%	1665
2023 Q2	$448	Buy	+17	New	+$400	﹤0.01%	1777
2023 Q1	–	Sell	-15	Closed	-$453	–	1980
2022 Q4	$453	Sell	15 -191	-93%	-$6.1K	﹤0.01%	1743
2022 Q3	$6K	Sell	206 -22	-10%	-$789	﹤0.01%	925
2022 Q2	$8K	Buy	228 +26	+13%	+$1.07K	﹤0.01%	831
2022 Q1	$10K	Sell	202 -7	-3%	-$448	﹤0.01%	786
2021 Q4	$18K	Buy	209 +9	+5%	+$749	﹤0.01%	587
2021 Q3	$13K	Buy	+200	New	+$11.9K	﹤0.01%	608

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

JFS Wealth Advisors's LOB Position: Q2 2026 in Review

JFS Wealth Advisors held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 3 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #2211.

JFS Wealth Advisors first reported a position in LOB in Q3 2021 and has held it in 19 quarters since. The position peaked at $18K in Q4 2021. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

JFS Wealth Advisors held 3 shares of Live Oak Bancshares worth $123 as of Q2 2026.
JFS Wealth Advisors left its Live Oak Bancshares share count unchanged in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2211 holding.
JFS Wealth Advisors first reported a position in Live Oak Bancshares in Q3 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Live Oak Bancshares position peaked at $18K in Q4 2021.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.