Parallel Advisors
LOB icon

Parallel Advisors’s Live Oak Bancshares LOB Stock Holding History

Parallel Advisors’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
Q3 		$181 Hold
5
– – ﹤0.01% 3956
2026
Q2 		$204 Hold
5
– – ﹤0.01% 3850
2026
Q1 		$165 Hold
5
– – ﹤0.01% 3758
2025
Q4 		$172 Sell
5
-33
-87% -$1.1K ﹤0.01% 3524
2025
Q3 		$1.34K Hold
38
– – ﹤0.01% 3146
2025
Q2 		$1.13K Sell
38
-71
-65% -$1.92K ﹤0.01% 3174
2025
Q1 		$2.91K Sell
109
-61
-36% -$2.03K ﹤0.01% 2864
2024
Q4 		$6.72K Hold
170
– – ﹤0.01% 2530
2024
Q3 		$8.05K Buy
170
+5
+3% +$209 ﹤0.01% 2476
2024
Q2 		$5.78K Hold
165
– – ﹤0.01% 2492
2024
Q1 		$6.85K Hold
165
– – ﹤0.01% 2436
2023
Q4 		$7.51K Buy
165
+85
+106% +$2.85K ﹤0.01% 2393
2023
Q3 		$2.32K Hold
80
– – ﹤0.01% 2763
2023
Q2 		$2.1K Sell
80
-89
-53% -$2.1K ﹤0.01% 2741
2023
Q1 		$4.12K Buy
169
+26
+18% +$816 ﹤0.01% 2477
2022
Q4 		$4.32K Buy
143
+137
+2,283% +$4.37K ﹤0.01% 2397
2022
Q3 		$0 Buy
+6
New +$215 ﹤0.01% 3351
2022
Q2 		– Sell
-4
Closed – – 3196
2022
Q1 		$0 Buy
+4
New +$256 ﹤0.01% 3138
2021
Q3 		– Sell
-18
Closed -$1K – 3184
2021
Q2 		$1K Buy
+18
New +$1.13K ﹤0.01% 2763
2020
Q1 		– Sell
-446
Closed -$8K – 2535
2019
Q4 		$8K Hold
446
– – ﹤0.01% 1810
2019
Q3 		$8K Hold
446
– – ﹤0.01% 1760
2019
Q2 		$8K Hold
446
– – ﹤0.01% 1674
2019
Q1 		$7K Buy
+446
New +$6.85K ﹤0.01% 1679

Other funds holding LOB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Riggs Asset Management
Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Parallel Advisors's LOB Position: Q3 2026 in Review

Parallel Advisors held its Live Oak Bancshares (LOB) position steady in Q3 2026 at 5 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #3956.

Parallel Advisors first reported a position in LOB in Q1 2019 and has held it in 23 quarters since. The position peaked at $8.05K in Q3 2024. 76 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • Parallel Advisors held 5 shares of Live Oak Bancshares worth $181 as of Q3 2026.
  • Parallel Advisors left its Live Oak Bancshares share count unchanged in Q3 2026.
  • Live Oak Bancshares made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3956 holding.
  • Parallel Advisors first reported a position in Live Oak Bancshares in Q1 2019 and has held it in 23 quarters since.
  • Parallel Advisors's Live Oak Bancshares position peaked at $8.05K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.