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Larson Financial Group’s Live Oak Bancshares LOB Stock Holding History

Larson Financial Group’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 		$46.5K Sell
1,407
-73
-5% -$2.69K ﹤0.01% 1394
2025
Q4 		$50.8K Buy
1,480
+905
+157% +$30.3K ﹤0.01% 1218
2025
Q3 		$20.2K Buy
575
+66
+13% +$2.27K ﹤0.01% 1640
2025
Q2 		$15.2K Sell
509
-395
-44% -$10.7K ﹤0.01% 1620
2025
Q1 		$24.1K Buy
904
+882
+4,009% +$29.3K ﹤0.01% 1293
2024
Q4 		$870 Buy
+22
New +$990 ﹤0.01% 2068
2021
Q3 		– Sell
-300
Closed -$18K – 921
2021
Q2 		$18K Buy
+300
New +$18.8K ﹤0.01% 455
2020
Q2 		– Sell
-171
Closed -$2K – 725
2020
Q1 		$2K Hold
171
– – ﹤0.01% 436
2019
Q4 		$3K Hold
171
– – ﹤0.01% 423
2019
Q3 		$3K Hold
171
– – ﹤0.01% 407
2019
Q2 		$3K Sell
171
-150
-47% -$2.46K ﹤0.01% 360
2019
Q1 		$5K Hold
321
– – ﹤0.01% 296
2018
Q4 		$5K Buy
+321
New +$6.19K ﹤0.01% 274

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return