Root Financial Partners
LOB icon

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
Q3 		$6.12K Buy
+169
New +$6.88K ﹤0.01% 2145
2026
Q2 		– Sell
-147
Closed -$4.86K – 1977
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

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Vanguard Capital Management
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State Street
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Southernsun Asset Management
Southernsun Asset Management Memphis, Tennessee $652M AUM 11.46% 1-Year Est. Return

Root Financial Partners's LOB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Live Oak Bancshares (LOB) in Q3 2026: 169 shares worth $6.12K. The stake represents ﹤0.01% of the portfolio and ranks #2145 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LOB as recently as Q1 2026.

Root Financial Partners first reported a position in LOB in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • Root Financial Partners held 169 shares of Live Oak Bancshares worth $6.12K as of Q3 2026.
  • Live Oak Bancshares was a new Root Financial Partners position in Q3 2026.
  • Live Oak Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2145 holding.
  • Root Financial Partners first reported a position in Live Oak Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.