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Parkside Financial Bank & Trust’s Live Oak Bancshares LOB Stock Holding History

Parkside Financial Bank & Trust’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
2025
Q4 		– Sell
-15
Closed -$529 – 2755
2025
Q3 		$529 Buy
+15
New +$517 ﹤0.01% 2557
2025
Q2 		– Sell
-30
Closed -$800 – 2885
2025
Q1 		$800 Buy
+30
New +$997 ﹤0.01% 2187

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Parkside Financial Bank & Trust's LOB Position: Q4 2025 in Review

Parkside Financial Bank & Trust sold out of Live Oak Bancshares (LOB) in Q4 2025, closing a stake of 15 shares — an estimated $529 sold.

Parkside Financial Bank & Trust first reported a position in LOB in Q1 2025 and held it in 2 quarters. The position peaked at $800 in Q1 2025. 229 funds tracked by Wall St. Rank hold LOB as of Q4 2025.

  • Parkside Financial Bank & Trust reported no remaining Live Oak Bancshares position as of Q4 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 15 Live Oak Bancshares shares in Q4 2025, an estimated $529.
  • Parkside Financial Bank & Trust first reported a position in Live Oak Bancshares in Q1 2025 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's Live Oak Bancshares position peaked at $800 in Q1 2025.
  • 229 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2025, filed 13 Feb 2026.