Jones Financial Companies
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Jones Financial Companies’s Live Oak Bancshares LOB Stock Holding History

Jones Financial Companies’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 		$91.3K Buy
2,206
+83
+4% +$3.1K ﹤0.01% 2887
2026
Q1 		$68.1K Buy
2,123
+813
+62% +$30K ﹤0.01% 2830
2025
Q4 		$45K Sell
1,310
-54
-4% -$1.81K ﹤0.01% 2578
2025
Q3 		$49.4K Buy
1,364
+512
+60% +$17.6K ﹤0.01% 2386
2025
Q2 		$25.6K Buy
852
+750
+735% +$20.2K ﹤0.01% 2495
2025
Q1 		$2.72K Buy
+102
New +$3.39K ﹤0.01% 3170
2024
Q3 		– Sell
-34
Closed -$1.19K – 3080
2024
Q2 		$1.19K Buy
+34
New +$1.2K ﹤0.01% 2257

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jones Financial Companies's LOB Position: Q2 2026 in Review

Jones Financial Companies increased its Live Oak Bancshares (LOB) stake by 3.9% in Q2 2026, buying an estimated $3.1K and bringing the position to 2,206 shares worth $91.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2887.

Jones Financial Companies first reported a position in LOB in Q2 2024 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Jones Financial Companies held 2,206 shares of Live Oak Bancshares worth $91.3K as of Q2 2026.
  • Jones Financial Companies bought 83 Live Oak Bancshares shares in Q2 2026, an estimated $3.1K.
  • Live Oak Bancshares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2887 holding.
  • Jones Financial Companies first reported a position in Live Oak Bancshares in Q2 2024 and has held it in 7 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.