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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
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

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Root Financial Partners's LOB Position: Q2 2026 in Review

Root Financial Partners sold out of Live Oak Bancshares (LOB) in Q2 2026, closing a stake of 147 shares — an estimated $4.86K sold.

Root Financial Partners first reported a position in LOB in Q3 2025 and held it in 3 quarters. The position peaked at $4.86K in Q1 2026. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Root Financial Partners reported no remaining Live Oak Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 147 Live Oak Bancshares shares in Q2 2026, an estimated $4.86K.
  • Root Financial Partners first reported a position in Live Oak Bancshares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Live Oak Bancshares position peaked at $4.86K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.