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Kestra Advisory Services’s Live Oak Bancshares LOB Stock Holding History

Kestra 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
Q1 		– Sell
-5,450
Closed -$187K – 3841
2025
Q4 		$187K Buy
+5,450
New +$182K ﹤0.01% 2947

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Advisory Services's LOB Position: Q1 2026 in Review

Kestra Advisory Services sold out of Live Oak Bancshares (LOB) in Q1 2026, closing a stake of 5,450 shares — an estimated $187K sold.

Kestra Advisory Services first reported a position in LOB in Q4 2025 and held it in 1 quarter. The position peaked at $187K in Q4 2025. 228 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Kestra Advisory Services reported no remaining Live Oak Bancshares position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 5,450 Live Oak Bancshares shares in Q1 2026, an estimated $187K.
  • Kestra Advisory Services first reported a position in Live Oak Bancshares in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Live Oak Bancshares position peaked at $187K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.