LPL Financial
LOB icon

LPL Financial’s Live Oak Bancshares LOB Stock Holding History

LPL Financial’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 		$1.22M Sell
29,965
-675
-2% -$25.2K ﹤0.01% 4241
2026
Q1 		$1.01M Sell
30,640
-1,156
-4% -$42.6K ﹤0.01% 4162
2025
Q4 		$1.09M Buy
31,796
+868
+3% +$29.1K ﹤0.01% 3983
2025
Q3 		$1.09M Buy
30,928
+4,259
+16% +$147K ﹤0.01% 3915
2025
Q2 		$795K Buy
26,669
+7,114
+36% +$192K ﹤0.01% 3960
2025
Q1 		$521K Buy
19,555
+9,229
+89% +$307K ﹤0.01% 4136
2024
Q4 		$408K Buy
10,326
+757
+8% +$34.1K ﹤0.01% 4268
2024
Q3 		$453K Buy
9,569
+1,527
+19% +$63.9K ﹤0.01% 4079
2024
Q2 		$282K Buy
8,042
+204
+3% +$7.22K ﹤0.01% 4323
2024
Q1 		$325K Buy
7,838
+204
+3% +$8.12K ﹤0.01% 4137
2023
Q4 		$347K Sell
7,634
-108
-1% -$3.63K ﹤0.01% 3980
2023
Q3 		$224K Sell
7,742
-597
-7% -$19.2K ﹤0.01% 4150
2023
Q2 		$219K Buy
+8,339
New +$196K ﹤0.01% 4088
2023
Q1 		– Sell
-8,370
Closed -$253K – 4538
2022
Q4 		$253K Buy
8,370
+1
+0% +$32 ﹤0.01% 3802
2022
Q3 		$256K Sell
8,369
-221
-3% -$7.93K ﹤0.01% 3731
2022
Q2 		$291K Sell
8,590
-1,703
-17% -$70.4K ﹤0.01% 3648
2022
Q1 		$524K Sell
10,293
-173
-2% -$11.1K ﹤0.01% 3162
2021
Q4 		$914K Sell
10,466
-708
-6% -$59K ﹤0.01% 2738
2021
Q3 		$711K Sell
11,174
-350
-3% -$20.7K ﹤0.01% 2892
2021
Q2 		$680K Sell
11,524
-416
-3% -$26.1K ﹤0.01% 2887
2021
Q1 		$818K Buy
11,940
+838
+8% +$44K ﹤0.01% 2579
2020
Q4 		$527K Buy
11,102
+792
+8% +$31.7K ﹤0.01% 2705
2020
Q3 		$261K Buy
+10,310
New +$201K ﹤0.01% 3009

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPL Financial's LOB Position: Q2 2026 in Review

LPL Financial reduced its Live Oak Bancshares (LOB) stake by 2.2% in Q2 2026, selling an estimated $25.2K and leaving 29,965 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #4241.

LPL Financial first reported a position in LOB in Q3 2020 and has held it in 23 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • LPL Financial held 29,965 shares of Live Oak Bancshares worth $1.22M as of Q2 2026.
  • LPL Financial sold 675 Live Oak Bancshares shares in Q2 2026, an estimated $25.2K.
  • Live Oak Bancshares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4241 holding.
  • LPL Financial first reported a position in Live Oak Bancshares in Q3 2020 and has held it in 23 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.