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Park Avenue Securities’s Live Oak Bancshares LOB Stock Holding History

Park Avenue 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 		$495K Buy
12,127
+27
+0.2% +$1.01K ﹤0.01% 1294
2026
Q1 		$400K Buy
12,100
+101
+0.8% +$3.72K ﹤0.01% 1201
2025
Q4 		$412K Buy
11,999
+250
+2% +$8.37K ﹤0.01% 1181
2025
Q3 		$414K Buy
11,749
+2,250
+24% +$77.5K ﹤0.01% 1281
2025
Q2 		$283K Buy
+9,499
New +$256K ﹤0.01% 1304
2025
Q1 		– Sell
-6,990
Closed -$276K – 1383
2024
Q4 		$276K Buy
6,990
+2,670
+62% +$120K ﹤0.01% 1314
2024
Q3 		$205K Buy
+4,320
New +$181K ﹤0.01% 1333

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

Park Avenue Securities's LOB Position: Q2 2026 in Review

Park Avenue Securities increased its Live Oak Bancshares (LOB) stake by 0.22% in Q2 2026, buying an estimated $1.01K and bringing the position to 12,127 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Park Avenue Securities first reported a position in LOB in Q3 2024 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Park Avenue Securities held 12,127 shares of Live Oak Bancshares worth $495K as of Q2 2026.
  • Park Avenue Securities bought 27 Live Oak Bancshares shares in Q2 2026, an estimated $1.01K.
  • Live Oak Bancshares made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1294 holding.
  • Park Avenue Securities first reported a position in Live Oak Bancshares in Q3 2024 and has held it in 7 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.