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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
Q2 		$782K Buy
19,145
+322
+2% +$12K 0.05% 372
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 $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

NBC Securities's LOB Position: Q2 2026 in Review

NBC Securities increased its Live Oak Bancshares (LOB) stake by 1.7% in Q2 2026, buying an estimated $12K and bringing the position to 19,145 shares worth $782K. The position accounts for 0.05% of the portfolio, ranked #372.

NBC Securities first reported a position in LOB in Q4 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • NBC Securities held 19,145 shares of Live Oak Bancshares worth $782K as of Q2 2026.
  • NBC Securities bought 322 Live Oak Bancshares shares in Q2 2026, an estimated $12K.
  • Live Oak Bancshares made up 0.05% of NBC Securities's portfolio in Q2 2026, its #372 holding.
  • NBC Securities first reported a position in Live Oak Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.