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Physician Wealth Advisors’s Live Oak Bancshares LOB Stock Holding History

Physician Wealth Advisors’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 		$1.14K Hold
28
– – ﹤0.01% 1776
2026
Q1 		$926 Hold
28
– – ﹤0.01% 1730
2025
Q4 		$962 Buy
+28
New +$937 ﹤0.01% 1647
2025
Q2 		– Sell
-37
Closed -$987 – 1900
2025
Q1 		$987 Buy
+37
New +$1.23K ﹤0.01% 1072

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

Physician Wealth Advisors's LOB Position: Q2 2026 in Review

Physician Wealth Advisors held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 28 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Physician Wealth Advisors first reported a position in LOB in Q1 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Physician Wealth Advisors held 28 shares of Live Oak Bancshares worth $1.14K as of Q2 2026.
  • Physician Wealth Advisors left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1776 holding.
  • Physician Wealth Advisors first reported a position in Live Oak Bancshares in Q1 2025 and has held it in 4 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.