Semmax Financial Advisors’s Live Oak Bancshares LOB Stock Holding History

Semmax Financial 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 Q2	$4.77K	Hold	153	–	–	﹤0.01%	300
2025 Q1	$4.17K	Hold	153	–	–	﹤0.01%	285
2024 Q4	$5.35K	Hold	153	–	–	﹤0.01%	255
2024 Q3	$7.43K	Hold	153	–	–	﹤0.01%	237
2024 Q2	$6.03K	Hold	153	–	–	﹤0.01%	274
2024 Q1	$5.36K	Hold	153	–	–	﹤0.01%	243
2023 Q4	$5.89K	Hold	153	–	–	﹤0.01%	248
2023 Q3	$4.57K	Buy	+153	New	+$4.92K	﹤0.01%	235
2022 Q4	$5K	Hold	152	–	–	﹤0.01%	203
2022 Q3	$5K	Hold	152	–	–	﹤0.01%	193
2022 Q2	$6K	Hold	152	–	–	﹤0.01%	185
2022 Q1	$8K	Hold	152	–	–	﹤0.01%	194
2021 Q4	$13K	Hold	152	–	–	﹤0.01%	169
2021 Q3	$10K	Hold	152	–	–	﹤0.01%	171
2021 Q2	$9K	Buy	152 +1	+0.7%	+$63	﹤0.01%	174
2021 Q1	$10K	Hold	151	–	–	﹤0.01%	187
2020 Q4	$7K	Hold	151	–	–	﹤0.01%	168
2020 Q3	$4K	Hold	151	–	–	﹤0.01%	184
2020 Q2	$2K	Hold	151	–	–	﹤0.01%	229
2020 Q1	$2K	Buy	151 +1	+0.7%	+$16	﹤0.01%	225
2019 Q4	$3K	Hold	150	–	–	﹤0.01%	238
2019 Q3	$3K	Buy	+150	New	+$2.7K	﹤0.01%	235

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

SAM

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Semmax Financial Advisors's LOB Position: Q2 2025 in Review

Semmax Financial Advisors held its Live Oak Bancshares (LOB) position steady in Q2 2025 at 153 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Semmax Financial Advisors first reported a position in LOB in Q3 2019 and has held it in 22 quarters since. The position peaked at $13K in Q4 2021. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

Semmax Financial Advisors held 153 shares of Live Oak Bancshares worth $4.77K as of Q2 2025.
Semmax Financial Advisors left its Live Oak Bancshares share count unchanged in Q2 2025.
Live Oak Bancshares made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #300 holding.
Semmax Financial Advisors first reported a position in Live Oak Bancshares in Q3 2019 and has held it in 22 quarters since.
Semmax Financial Advisors's Live Oak Bancshares position peaked at $13K in Q4 2021.
209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.