Silver Grove Financial Group’s Live Oak Bancshares LOB Stock Holding History

Silver Grove Financial Group’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	$123	Buy	+3	New	+$112	﹤0.01%	2308

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Silver Grove Financial Group's LOB Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 3 shares worth $123. The stake represents ﹤0.01% of the portfolio and ranks #2308 among its holdings.

240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Silver Grove Financial Group held 3 shares of Live Oak Bancshares worth $123 as of Q2 2026.
Live Oak Bancshares was a new Silver Grove Financial Group position in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #2308 holding.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.