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Pinnacle Wealth Planning Services’s Live Oak Bancshares LOB Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.37K Hold
58
– – ﹤0.01% 2441
2026
Q1 		$1.92K Hold
58
– – ﹤0.01% 2451
2025
Q4 		$1.99K Buy
+58
New +$1.94K ﹤0.01% 2485
2021
Q1 		– Sell
-58
Closed -$3K – 1247
2020
Q4 		$3K Buy
+58
New +$2.33K ﹤0.01% 1832

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

Pinnacle Wealth Planning Services's LOB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 58 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

Pinnacle Wealth Planning Services first reported a position in LOB in Q4 2020 and has held it in 4 quarters since. The position peaked at $3K in Q4 2020. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 58 shares of Live Oak Bancshares worth $2.37K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2441 holding.
  • Pinnacle Wealth Planning Services first reported a position in Live Oak Bancshares in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Live Oak Bancshares position peaked at $3K in Q4 2020.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.