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 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

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

Pinnacle Associates's LOB Position: Q2 2026 in Review

Pinnacle Associates increased its Live Oak Bancshares (LOB) stake by 2.9% in Q2 2026, buying an estimated $29.3K and bringing the position to 27,486 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #509.

Pinnacle Associates first reported a position in LOB in Q1 2024 and has held it in 9 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Pinnacle Associates held 27,486 shares of Live Oak Bancshares worth $1.12M as of Q2 2026.
Pinnacle Associates bought 783 Live Oak Bancshares shares in Q2 2026, an estimated $29.3K.
Live Oak Bancshares made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #509 holding.
Pinnacle Associates first reported a position in Live Oak Bancshares in Q1 2024 and has held it in 9 quarters since.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.