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Laurel Wealth Advisors (North Carolina)’s Live Oak Bancshares LOB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-1,600
Closed -$55K – 450
2025
Q4 		$55K Buy
+1,600
New +$53.6K 0.01% 314
2025
Q2 		– Sell
-1,600
Closed -$42.7K – 469
2025
Q1 		$42.7K Hold
1,600
– – 0.01% 327
2024
Q4 		$63.3K Hold
1,600
– – 0.01% 285
2024
Q3 		$75.8K Hold
1,600
– – 0.01% 266
2024
Q2 		$56.1K Hold
1,600
– – 0.01% 279
2024
Q1 		$66.4K Hold
1,600
– – 0.01% 273
2023
Q4 		$72.8K Hold
1,600
– – 0.01% 251
2023
Q3 		$46.3K Hold
1,600
– – 0.01% 281
2023
Q2 		$42.1K Hold
1,600
– – 0.01% 301
2023
Q1 		$39K Hold
1,600
– – 0.01% 307
2022
Q4 		$48.3K Hold
1,600
– – 0.01% 258
2022
Q3 		$49K Hold
1,600
– – 0.01% 257
2022
Q2 		$54K Hold
1,600
– – 0.01% 249
2022
Q1 		$81K Hold
1,600
– – 0.02% 237
2021
Q4 		$140K Hold
1,600
– – 0.03% 191
2021
Q3 		$102K Hold
1,600
– – 0.02% 211
2021
Q2 		$94K Hold
1,600
– – 0.02% 223
2021
Q1 		$110K Hold
1,600
– – 0.03% 199
2020
Q4 		$76K Hold
1,600
– – 0.02% 221
2020
Q3 		$41K Hold
1,600
– – 0.01% 254
2020
Q2 		$23K Sell
1,600
-1,600
-50% -$21.7K 0.01% 303
2020
Q1 		$40K Buy
3,200
+1,600
+100% +$25.3K 0.02% 236
2019
Q4 		$30K Hold
1,600
– – 0.01% 290
2019
Q3 		$29K Buy
1,600
+1,599
+159,900% +$28.8K 0.01% 287
2019
Q2 		$2K Sell
1
-1,599
-100% -$26.3K ﹤0.01% 484
2019
Q1 		$23K Hold
1,600
– – 0.01% 294
2018
Q4 		$24K Buy
+1,600
New +$30.8K 0.01% 283

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

Laurel Wealth Advisors (North Carolina)'s LOB Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Live Oak Bancshares (LOB) in Q1 2026, closing a stake of 1,600 shares — an estimated $55K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in LOB in Q4 2018 and held it in 27 quarters. The position peaked at $140K in Q4 2021. 228 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Live Oak Bancshares position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,600 Live Oak Bancshares shares in Q1 2026, an estimated $55K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Live Oak Bancshares in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Live Oak Bancshares position peaked at $140K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.