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Personal CFO Solutions’s Live Oak Bancshares LOB Stock Holding History

Personal CFO Solutions’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 		$342K Sell
8,368
-238
-3% -$8.9K 0.05% 364
2026
Q1 		$285K Buy
8,606
+1,843
+27% +$67.9K 0.04% 399
2025
Q4 		$232K Buy
+6,763
New +$226K 0.04% 458

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

Personal CFO Solutions's LOB Position: Q2 2026 in Review

Personal CFO Solutions reduced its Live Oak Bancshares (LOB) stake by 2.8% in Q2 2026, selling an estimated $8.9K and leaving 8,368 shares worth $342K. The position accounts for 0.05% of the portfolio, ranked #364.

Personal CFO Solutions first reported a position in LOB in Q4 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Personal CFO Solutions held 8,368 shares of Live Oak Bancshares worth $342K as of Q2 2026.
  • Personal CFO Solutions sold 238 Live Oak Bancshares shares in Q2 2026, an estimated $8.9K.
  • Live Oak Bancshares made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #364 holding.
  • Personal CFO Solutions first reported a position in Live Oak Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.