PWMAG
LOB icon

Pinnacle Wealth Management Advisory Group’s Live Oak Bancshares LOB Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$204K Sell
4,983
-2,742
-35% -$103K 0.01% 539
2026
Q1 		$255K Sell
7,725
-958
-11% -$35.3K 0.02% 452
2025
Q4 		$298K Buy
+8,683
New +$291K 0.02% 415

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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's LOB Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Live Oak Bancshares (LOB) stake by 35% in Q2 2026, selling an estimated $103K and leaving 4,983 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #539.

Pinnacle Wealth Management Advisory Group first reported a position in LOB in Q4 2025 and has held it in 3 quarters since. The position peaked at $298K in Q4 2025. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 4,983 shares of Live Oak Bancshares worth $204K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 2,742 Live Oak Bancshares shares in Q2 2026, an estimated $103K.
  • Live Oak Bancshares made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #539 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Live Oak Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's Live Oak Bancshares position peaked at $298K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.