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Simplicity Wealth’s Live Oak Bancshares LOB Stock Holding History

Simplicity Wealth’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 		$293K Buy
+8,864
New +$327K 0.02% 601

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

Simplicity Wealth's LOB Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Live Oak Bancshares (LOB) in Q1 2026: 8,864 shares worth $293K. The stake represents 0.02% of the portfolio and ranks #601 among its holdings.

227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Simplicity Wealth held 8,864 shares of Live Oak Bancshares worth $293K as of Q1 2026.
  • Live Oak Bancshares was a new Simplicity Wealth position in Q1 2026.
  • Live Oak Bancshares made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #601 holding.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.