True Wealth Design
LOB icon

True Wealth Design’s Live Oak Bancshares LOB Stock Holding History

True Wealth Design’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
Q3 		$1.05K Buy
29
+15
+107% +$611 ﹤0.01% 1922
2026
Q2 		$572 Hold
14
– – ﹤0.01% 2164
2026
Q1 		$463 Hold
14
– – ﹤0.01% 2085
2025
Q4 		$481 Hold
14
– – ﹤0.01% 1956
2025
Q3 		$494 Hold
14
– – ﹤0.01% 2008
2025
Q2 		$418 Buy
+14
New +$378 ﹤0.01% 1817

Other funds holding LOB

Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

True Wealth Design's LOB Position: Q3 2026 in Review

True Wealth Design increased its Live Oak Bancshares (LOB) stake by 107% in Q3 2026, buying an estimated $611 and bringing the position to 29 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

True Wealth Design first reported a position in LOB in Q2 2025 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • True Wealth Design held 29 shares of Live Oak Bancshares worth $1.05K as of Q3 2026.
  • True Wealth Design bought 15 Live Oak Bancshares shares in Q3 2026, an estimated $611.
  • Live Oak Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1922 holding.
  • True Wealth Design first reported a position in Live Oak Bancshares in Q2 2025 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.