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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
Q2 		$543K Buy
13,286
+4,422
+50% +$165K 0.02% 612
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 $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

Simplicity Wealth's LOB Position: Q2 2026 in Review

Simplicity Wealth increased its Live Oak Bancshares (LOB) stake by 50% in Q2 2026, buying an estimated $165K and bringing the position to 13,286 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #612.

Simplicity Wealth first reported a position in LOB in Q1 2026 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Simplicity Wealth held 13,286 shares of Live Oak Bancshares worth $543K as of Q2 2026.
  • Simplicity Wealth bought 4,422 Live Oak Bancshares shares in Q2 2026, an estimated $165K.
  • Live Oak Bancshares made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #612 holding.
  • Simplicity Wealth first reported a position in Live Oak Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.