NewEdge Wealth’s Live Oak Bancshares LOB Stock Holding History

NewEdge Wealth’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	-1,259,422	Closed	-$43.3M	–	1225
2025 Q4	$43.3M	Buy	+1,259,422	New	+$42.2M	0.49%	50

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth's LOB Position: Q1 2026 in Review

NewEdge Wealth sold out of Live Oak Bancshares (LOB) in Q1 2026, closing a stake of 1,259,422 shares — an estimated $43.3M sold.

NewEdge Wealth first reported a position in LOB in Q4 2025 and held it in 1 quarter. The position peaked at $43.3M in Q4 2025. 228 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

NewEdge Wealth reported no remaining Live Oak Bancshares position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 1,259,422 Live Oak Bancshares shares in Q1 2026, an estimated $43.3M.
NewEdge Wealth first reported a position in Live Oak Bancshares in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's Live Oak Bancshares position peaked at $43.3M in Q4 2025.
228 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.