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Rise Advisors’s Live Oak Bancshares LOB Stock Holding History

Rise 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
Q4 		– Sell
-38
Closed -$1.34K – 857
2025
Q3 		$1.34K Hold
38
– – ﹤0.01% 1234
2025
Q2 		$1.13K Buy
+38
New +$1.02K ﹤0.01% 1268
2023
Q2 		– Sell
-123
Closed -$2.99K – 741
2023
Q1 		$2.99K Buy
123
+1
+0.8% +$31 ﹤0.01% 520
2022
Q4 		$3.7K Hold
122
– – ﹤0.01% 486
2022
Q3 		$4K Hold
122
– – ﹤0.01% 467
2022
Q2 		$4K Hold
122
– – ﹤0.01% 475
2022
Q1 		$6K Buy
122
+50
+69% +$3.2K 0.01% 394
2021
Q4 		$6.29K Buy
+72
New +$6K 0.01% 379

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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Rise Advisors's LOB Position: Q4 2025 in Review

Rise Advisors sold out of Live Oak Bancshares (LOB) in Q4 2025, closing a stake of 38 shares — an estimated $1.34K sold.

Rise Advisors first reported a position in LOB in Q4 2021 and held it in 8 quarters. The position peaked at $6.29K in Q4 2021. 229 funds tracked by Wall St. Rank hold LOB as of Q4 2025.

  • Rise Advisors reported no remaining Live Oak Bancshares position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 38 Live Oak Bancshares shares in Q4 2025, an estimated $1.34K.
  • Rise Advisors first reported a position in Live Oak Bancshares in Q4 2021 and held it in 8 quarters.
  • Rise Advisors's Live Oak Bancshares position peaked at $6.29K in Q4 2021.
  • 229 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.