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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
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 		$5.79K 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

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

Parallel Advisors's LOB Position: Q2 2026 in Review

Parallel Advisors held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 5 shares worth $204. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

Parallel Advisors first reported a position in LOB in Q1 2019 and has held it in 22 quarters since. The position peaked at $8.05K in Q3 2024. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Parallel Advisors held 5 shares of Live Oak Bancshares worth $204 as of Q2 2026.
  • Parallel Advisors left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #3850 holding.
  • Parallel Advisors first reported a position in Live Oak Bancshares in Q1 2019 and has held it in 22 quarters since.
  • Parallel Advisors's Live Oak Bancshares position peaked at $8.05K in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.