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TFC Financial Management’s Live Oak Bancshares LOB Stock Holding History

TFC Financial 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
2025
Q1 		– Sell
-1
Closed -$40 – 1007
2024
Q4 		$40 Hold
1
– – ﹤0.01% 920
2024
Q3 		$48 Hold
1
– – ﹤0.01% 929
2024
Q2 		$36 Buy
+1
New +$35 ﹤0.01% 931

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TFC Financial Management's LOB Position: Q1 2025 in Review

TFC Financial Management sold out of Live Oak Bancshares (LOB) in Q1 2025, closing a stake of 1 share — an estimated $40 sold.

TFC Financial Management first reported a position in LOB in Q2 2024 and held it in 3 quarters. The position peaked at $48 in Q3 2024. 223 funds tracked by Wall St. Rank hold LOB as of Q1 2025.

  • TFC Financial Management reported no remaining Live Oak Bancshares position as of Q1 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Live Oak Bancshares share in Q1 2025, an estimated $40.
  • TFC Financial Management first reported a position in Live Oak Bancshares in Q2 2024 and held it in 3 quarters.
  • TFC Financial Management's Live Oak Bancshares position peaked at $48 in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.