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	–	858
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	–	742
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 $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return