Q1WB
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Quest 10 Wealth Builders’s Live Oak Bancshares LOB Stock Holding History

Quest 10 Wealth Builders’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
Q1 		– Sell
-100
Closed -$3.96K – 802
2024
Q4 		$3.96K Buy
+100
New +$4.5K ﹤0.01% 528

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

Quest 10 Wealth Builders's LOB Position: Q1 2025 in Review

Quest 10 Wealth Builders sold out of Live Oak Bancshares (LOB) in Q1 2025, closing a stake of 100 shares — an estimated $3.96K sold.

Quest 10 Wealth Builders first reported a position in LOB in Q4 2024 and held it in 1 quarter. The position peaked at $3.96K in Q4 2024. 224 funds tracked by Wall St. Rank hold LOB as of Q1 2025.

  • Quest 10 Wealth Builders reported no remaining Live Oak Bancshares position as of Q1 2025 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 100 Live Oak Bancshares shares in Q1 2025, an estimated $3.96K.
  • Quest 10 Wealth Builders first reported a position in Live Oak Bancshares in Q4 2024 and held it in 1 quarter.
  • Quest 10 Wealth Builders's Live Oak Bancshares position peaked at $3.96K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2025, filed 1 May 2025.