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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
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's LOB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Live Oak Bancshares (LOB) position steady in Q1 2026 at 58 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

Pinnacle Wealth Planning Services first reported a position in LOB in Q4 2020 and has held it in 3 quarters since. The position peaked at $3K in Q4 2020. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 58 shares of Live Oak Bancshares worth $1.92K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Live Oak Bancshares share count unchanged in Q1 2026.
  • Live Oak Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2451 holding.
  • Pinnacle Wealth Planning Services first reported a position in Live Oak Bancshares in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Live Oak Bancshares position peaked at $3K in Q4 2020.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.