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NBC Securities’s Live Oak Bancshares LOB Stock Holding History

NBC Securities’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 		$622K Buy
18,823
+9,408
+100% +$347K 0.05% 414
2025
Q4 		$323K Buy
+9,415
New +$315K 0.02% 655

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 $5.72T 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

NBC Securities's LOB Position: Q1 2026 in Review

NBC Securities increased its Live Oak Bancshares (LOB) stake by 100% in Q1 2026, buying an estimated $347K and bringing the position to 18,823 shares worth $622K. The position accounts for 0.05% of the portfolio, ranked #414.

NBC Securities first reported a position in LOB in Q4 2025 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • NBC Securities held 18,823 shares of Live Oak Bancshares worth $622K as of Q1 2026.
  • NBC Securities bought 9,408 Live Oak Bancshares shares in Q1 2026, an estimated $347K.
  • Live Oak Bancshares made up 0.05% of NBC Securities's portfolio in Q1 2026, its #414 holding.
  • NBC Securities first reported a position in Live Oak Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.