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Root Financial Partners’s Live Oak Bancshares LOB Stock Holding History

Root Financial Partners’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
Q1 		$4.86K Buy
147
+143
+3,575% +$5.27K ﹤0.01% 1969
2025
Q4 		$137 Hold
4
– – ﹤0.01% 2314
2025
Q3 		$141 Buy
+4
New +$138 ﹤0.01% 2223

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
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's LOB Position: Q1 2026 in Review

Root Financial Partners increased its Live Oak Bancshares (LOB) stake by 3,575% in Q1 2026, buying an estimated $5.27K and bringing the position to 147 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Root Financial Partners first reported a position in LOB in Q3 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Root Financial Partners held 147 shares of Live Oak Bancshares worth $4.86K as of Q1 2026.
  • Root Financial Partners bought 143 Live Oak Bancshares shares in Q1 2026, an estimated $5.27K.
  • Live Oak Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1969 holding.
  • Root Financial Partners first reported a position in Live Oak Bancshares in Q3 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.