Parsons Capital Management’s Live Oak Bancshares LOB Stock Holding History

Parsons Capital 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
2026 Q2	$594K	Hold	14,550	–	–	0.03%	356
2026 Q1	$481K	Hold	14,550	–	–	0.02%	353
2025 Q4	$500K	Sell	14,550 -150	-1%	-$5.02K	0.03%	325
2025 Q3	$518K	Buy	14,700 +900	+7%	+$31K	0.03%	309
2025 Q2	$411K	Hold	13,800	–	–	0.03%	332
2025 Q1	$368K	Hold	13,800	–	–	0.02%	344
2024 Q4	$546K	Hold	13,800	–	–	0.03%	309
2024 Q3	$654K	Hold	13,800	–	–	0.04%	291
2024 Q2	$484K	Hold	13,800	–	–	0.03%	319
2024 Q1	$573K	Buy	13,800 +600	+5%	+$23.9K	0.04%	303
2023 Q4	$601K	Sell	13,200 -500	-4%	-$16.8K	0.04%	286
2023 Q3	$397K	Hold	13,700	–	–	0.03%	323
2023 Q2	$360K	Hold	13,700	–	–	0.03%	345
2023 Q1	$334K	Buy	13,700 +1,250	+10%	+$39.2K	0.03%	347
2022 Q4	$376K	Hold	12,450	–	–	0.03%	323
2022 Q3	$381K	Buy	12,450 +1,150	+10%	+$41.2K	0.03%	320
2022 Q2	$383K	Hold	11,300	–	–	0.03%	317
2022 Q1	$575K	Hold	11,300	–	–	0.04%	288
2021 Q4	$986K	Hold	11,300	–	–	0.07%	219
2021 Q3	$719K	Hold	11,300	–	–	0.06%	255
2021 Q2	$667K	Hold	11,300	–	–	0.05%	257
2021 Q1	$774K	Hold	11,300	–	–	0.06%	229
2020 Q4	$536K	Buy	11,300 +2,800	+33%	+$112K	0.05%	256
2020 Q3	$215K	Buy	+8,500	New	+$166K	0.02%	334

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Parsons Capital Management's LOB Position: Q2 2026 in Review

Parsons Capital Management held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 14,550 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #356.

Parsons Capital Management first reported a position in LOB in Q3 2020 and has held it in 24 quarters since. The position peaked at $986K in Q4 2021. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Parsons Capital Management held 14,550 shares of Live Oak Bancshares worth $594K as of Q2 2026.
Parsons Capital Management left its Live Oak Bancshares share count unchanged in Q2 2026.
Live Oak Bancshares made up 0.03% of Parsons Capital Management's portfolio in Q2 2026, its #356 holding.
Parsons Capital Management first reported a position in Live Oak Bancshares in Q3 2020 and has held it in 24 quarters since.
Parsons Capital Management's Live Oak Bancshares position peaked at $986K in Q4 2021.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.