JWM
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JPL Wealth Management’s Live Oak Bancshares LOB Stock Holding History

JPL Wealth Management’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 		$82 Buy
+2
New +$75 ﹤0.01% 1651

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 $3.37T AUM 44.26% 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

JPL Wealth Management's LOB Position: Q2 2026 in Review

JPL Wealth Management opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 2 shares worth $82. The stake represents ﹤0.01% of the portfolio and ranks #1651 among its holdings.

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

  • JPL Wealth Management held 2 shares of Live Oak Bancshares worth $82 as of Q2 2026.
  • Live Oak Bancshares was a new JPL Wealth Management position in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1651 holding.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.