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Transamerica Financial Advisors’s Live Oak Bancshares LOB Stock Holding History

Transamerica Financial Advisors’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 		$16.4K Sell
402
-57
-12% -$2.13K ﹤0.01% 908
2026
Q1 		$15.2K Buy
459
+118
+35% +$4.35K ﹤0.01% 849
2025
Q4 		$11.7K Buy
341
+48
+16% +$1.61K ﹤0.01% 823
2025
Q3 		$10.3K Buy
+293
New +$10.1K ﹤0.01% 716

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's LOB Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Live Oak Bancshares (LOB) stake by 12% in Q2 2026, selling an estimated $2.13K and leaving 402 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Transamerica Financial Advisors first reported a position in LOB in Q3 2025 and has held it in 4 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Transamerica Financial Advisors held 402 shares of Live Oak Bancshares worth $16.4K as of Q2 2026.
  • Transamerica Financial Advisors sold 57 Live Oak Bancshares shares in Q2 2026, an estimated $2.13K.
  • Live Oak Bancshares made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #908 holding.
  • Transamerica Financial Advisors first reported a position in Live Oak Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.