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Plante Moran Financial Advisors’s Live Oak Bancshares LOB Stock Holding History

Plante Moran Financial Advisors’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
2025
Q2 		– Sell
-400
Closed -$10.7K – 824
2025
Q1 		$10.7K Buy
+400
New +$13.3K ﹤0.01% 558

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Plante Moran Financial Advisors's LOB Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Live Oak Bancshares (LOB) in Q2 2025, closing a stake of 400 shares — an estimated $10.7K sold.

Plante Moran Financial Advisors first reported a position in LOB in Q1 2025 and held it in 1 quarter. The position peaked at $10.7K in Q1 2025. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining Live Oak Bancshares position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 400 Live Oak Bancshares shares in Q2 2025, an estimated $10.7K.
  • Plante Moran Financial Advisors first reported a position in Live Oak Bancshares in Q1 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Live Oak Bancshares position peaked at $10.7K in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.