Level Four Advisory Services’s Live Oak Bancshares LOB Stock Holding History

Level Four 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	$1.02M	Sell	24,995 -231	-0.9%	-$8.64K	0.03%	440
2026 Q1	$834K	Sell	25,226 -1,357	-5%	-$50K	0.03%	458
2025 Q4	$913K	Sell	26,583 -4,843	-15%	-$162K	0.03%	430
2025 Q3	$1.11M	Buy	31,426 +661	+2%	+$22.8K	0.04%	386
2025 Q2	$917K	Buy	30,765 +3,353	+12%	+$90.4K	0.03%	402
2025 Q1	$731K	Buy	27,412 +7,968	+41%	+$265K	0.03%	419
2024 Q4	$769K	Buy	19,444 +870	+5%	+$39.2K	0.03%	404
2024 Q3	$738K	Buy	18,574 +7,004	+61%	+$293K	0.03%	425
2024 Q2	$406K	Buy	+11,570	New	+$410K	0.02%	533

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

Level Four Advisory Services's LOB Position: Q2 2026 in Review

Level Four Advisory Services reduced its Live Oak Bancshares (LOB) stake by 0.92% in Q2 2026, selling an estimated $8.64K and leaving 24,995 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #440.

Level Four Advisory Services first reported a position in LOB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.11M in Q3 2025. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Level Four Advisory Services held 24,995 shares of Live Oak Bancshares worth $1.02M as of Q2 2026.
Level Four Advisory Services sold 231 Live Oak Bancshares shares in Q2 2026, an estimated $8.64K.
Live Oak Bancshares made up 0.03% of Level Four Advisory Services's portfolio in Q2 2026, its #440 holding.
Level Four Advisory Services first reported a position in Live Oak Bancshares in Q2 2024 and has held it in 9 quarters since.
Level Four Advisory Services's Live Oak Bancshares position peaked at $1.11M in Q3 2025.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.