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 Q2	$60.4K	Buy	1,479 +72	+5%	+$2.69K	﹤0.01%	1436
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	–	920
2021 Q2	$18K	Buy	+300	New	+$18.8K	﹤0.01%	455
2020 Q2	–	Sell	-171	Closed	-$2K	–	723
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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Larson Financial Group's LOB Position: Q2 2026 in Review

Larson Financial Group increased its Live Oak Bancshares (LOB) stake by 5.1% in Q2 2026, buying an estimated $2.69K and bringing the position to 1,479 shares worth $60.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Larson Financial Group first reported a position in LOB in Q4 2018 and has held it in 14 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Larson Financial Group held 1,479 shares of Live Oak Bancshares worth $60.4K as of Q2 2026.
Larson Financial Group bought 72 Live Oak Bancshares shares in Q2 2026, an estimated $2.69K.
Live Oak Bancshares made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1436 holding.
Larson Financial Group first reported a position in Live Oak Bancshares in Q4 2018 and has held it in 14 quarters since.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

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