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Rachor Investment Advisory Services’s Live Oak Bancshares LOB Stock Holding History

Rachor Investment Advisory 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 		– Sell
-65
Closed -$2.15K – 320
2026
Q1 		$2.15K Buy
+65
New +$2.4K ﹤0.01% 246

Other funds holding LOB

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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

Rachor Investment Advisory Services's LOB Position: Q2 2026 in Review

Rachor Investment Advisory Services sold out of Live Oak Bancshares (LOB) in Q2 2026, closing a stake of 65 shares — an estimated $2.15K sold.

Rachor Investment Advisory Services first reported a position in LOB in Q1 2026 and held it in 1 quarter. The position peaked at $2.15K in Q1 2026. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Rachor Investment Advisory Services reported no remaining Live Oak Bancshares position as of Q2 2026 after selling out during the quarter.
  • Rachor Investment Advisory Services sold 65 Live Oak Bancshares shares in Q2 2026, an estimated $2.15K.
  • Rachor Investment Advisory Services first reported a position in Live Oak Bancshares in Q1 2026 and held it in 1 quarter.
  • Rachor Investment Advisory Services's Live Oak Bancshares position peaked at $2.15K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.