Smith Salley Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Smith Salley Wealth Management’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	$296K	Hold	8,954	–	–	0.01%	226
2025 Q4	$308K	Hold	8,954	–	–	0.02%	220
2025 Q3	$315K	Hold	8,954	–	–	0.02%	212
2025 Q2	$267K	Hold	8,954	–	–	0.02%	229
2025 Q1	$239K	Hold	8,954	–	–	0.02%	220
2024 Q4	$354K	Hold	8,954	–	–	0.02%	194
2024 Q3	$424K	Hold	8,954	–	–	0.03%	185
2024 Q2	$314K	Hold	8,954	–	–	0.02%	199
2024 Q1	$372K	Hold	8,954	–	–	0.03%	187
2023 Q4	$407K	Hold	8,954	–	–	0.03%	194
2023 Q3	$259K	Buy	8,954 +350	+4%	+$11.3K	0.02%	210
2023 Q2	$226K	Hold	8,604	–	–	0.02%	216
2023 Q1	$210K	Hold	8,604	–	–	0.02%	217
2022 Q4	$260K	Buy	8,604 +900	+12%	+$28.7K	0.02%	198
2022 Q3	$236K	Hold	7,704	–	–	0.02%	196
2022 Q2	$261K	Hold	7,704	–	–	0.02%	197
2022 Q1	$392K	Hold	7,704	–	–	0.03%	191
2021 Q4	$672K	Hold	7,704	–	–	0.05%	173
2021 Q3	$490K	Hold	7,704	–	–	0.04%	186
2021 Q2	$455K	Hold	7,704	–	–	0.04%	187
2021 Q1	$528K	Hold	7,704	–	–	0.05%	167
2020 Q4	$366K	Buy	+7,704	New	+$309K	0.04%	175

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Smith Salley Wealth Management's LOB Position: Q1 2026 in Review

Smith Salley Wealth Management held its Live Oak Bancshares (LOB) position steady in Q1 2026 at 8,954 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #226.

Smith Salley Wealth Management first reported a position in LOB in Q4 2020 and has held it in 22 quarters since. The position peaked at $672K in Q4 2021. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

Smith Salley Wealth Management held 8,954 shares of Live Oak Bancshares worth $296K as of Q1 2026.
Smith Salley Wealth Management left its Live Oak Bancshares share count unchanged in Q1 2026.
Live Oak Bancshares made up 0.01% of Smith Salley Wealth Management's portfolio in Q1 2026, its #226 holding.
Smith Salley Wealth Management first reported a position in Live Oak Bancshares in Q4 2020 and has held it in 22 quarters since.
Smith Salley Wealth Management's Live Oak Bancshares position peaked at $672K in Q4 2021.
227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.