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Keating Financial Advisory Services’s Live Oak Bancshares LOB Stock Holding History

Keating Financial Advisory Services’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 		$41 Hold
1
– – ﹤0.01% 2522
2026
Q1 		$33 Buy
+1
New +$37 ﹤0.01% 2477

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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

Keating Financial Advisory Services's LOB Position: Q2 2026 in Review

Keating Financial Advisory Services held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 1 share worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

Keating Financial Advisory Services first reported a position in LOB in Q1 2026 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Keating Financial Advisory Services held 1 share of Live Oak Bancshares worth $41 as of Q2 2026.
  • Keating Financial Advisory Services left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2522 holding.
  • Keating Financial Advisory Services first reported a position in Live Oak Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.