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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

TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 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. 30 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.
  • 30 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.