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Parkworth Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Parkworth Wealth Management’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
Q2 		$30 Hold
1
– – ﹤0.01% 1321
2025
Q1 		$27 Hold
1
– – ﹤0.01% 1182
2024
Q4 		$40 Buy
+1
New +$45 ﹤0.01% 1182

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Parkworth Wealth Management's LOB Position: Q2 2025 in Review

Parkworth Wealth Management held its Live Oak Bancshares (LOB) position steady in Q2 2025 at 1 share worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Parkworth Wealth Management first reported a position in LOB in Q4 2024 and has held it in 3 quarters since. The position peaked at $40 in Q4 2024. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Live Oak Bancshares worth $30 as of Q2 2025.
  • Parkworth Wealth Management left its Live Oak Bancshares share count unchanged in Q2 2025.
  • Live Oak Bancshares made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1321 holding.
  • Parkworth Wealth Management first reported a position in Live Oak Bancshares in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Live Oak Bancshares position peaked at $40 in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.