PNC Financial Services Group

PNC Financial Services Group’s Live Oak Bancshares LOB Stock Holding History

PNC Financial Services 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 Q1	$992	Hold	30	–	–	﹤0.01%	4758
2025 Q4	$1.03K	Hold	30	–	–	﹤0.01%	4687
2025 Q3	$1.06K	Buy	+30	New	+$1.03K	﹤0.01%	4663
2025 Q2	–	Sell	-4	Closed	-$107	–	5006
2025 Q1	$107	Sell	4 -26	-87%	-$864	﹤0.01%	4816
2024 Q4	$1.19K	Buy	+30	New	+$1.35K	﹤0.01%	4399
2023 Q2	–	Sell	-58	Closed	-$1.41K	–	4798
2023 Q1	$1.41K	Sell	58 -752	-93%	-$23.6K	﹤0.01%	4381
2022 Q4	$24.5K	Sell	810 -6	-0.7%	-$192	﹤0.01%	3368
2022 Q3	$26K	Buy	816 +58	+8%	+$2.08K	﹤0.01%	3329
2022 Q2	$26K	Buy	+758	New	+$31.3K	﹤0.01%	3357

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 New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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