Pinnacle Associates’s Live Oak Bancshares LOB Stock Holding History

Pinnacle Associates’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 Q3	$1.05M	Buy	29,099 +1,613	+6%	+$65.7K	0.01%	516
2026 Q2	$1.12M	Buy	27,486 +783	+3%	+$29.3K	0.01%	509
2026 Q1	$883K	Buy	26,703 +5,801	+28%	+$214K	0.01%	540
2025 Q4	$718K	Sell	20,902 -1,634	-7%	-$54.7K	0.01%	585
2025 Q3	$794K	Sell	22,536 -4,523	-17%	-$156K	0.01%	550
2025 Q2	$806K	Buy	27,059 +5,575	+26%	+$150K	0.01%	547
2025 Q1	$573K	Hold	21,484	–	–	0.01%	584
2024 Q4	$850K	Buy	+21,484	New	+$967K	0.01%	511
2024 Q3	–	Sell	-18,270	Closed	-$641K	–	829
2024 Q2	$641K	Sell	18,270 -2,263	-11%	-$80.1K	0.01%	543
2024 Q1	$852K	Buy	+20,533	New	+$817K	0.01%	500

Other funds holding LOB

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Pinnacle Associates's LOB Position: Q3 2026 in Review

Pinnacle Associates increased its Live Oak Bancshares (LOB) stake by 5.9% in Q3 2026, buying an estimated $65.7K and bringing the position to 29,099 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #516.

Pinnacle Associates first reported a position in LOB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.12M in Q2 2026. 27 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

Pinnacle Associates held 29,099 shares of Live Oak Bancshares worth $1.05M as of Q3 2026.
Pinnacle Associates bought 1,613 Live Oak Bancshares shares in Q3 2026, an estimated $65.7K.
Live Oak Bancshares made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #516 holding.
Pinnacle Associates first reported a position in Live Oak Bancshares in Q1 2024 and has held it in 10 quarters since.
Pinnacle Associates's Live Oak Bancshares position peaked at $1.12M in Q2 2026.
27 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.