TWD
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
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

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

True Wealth Design's LOB Position: Q2 2026 in Review

True Wealth Design held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 14 shares worth $572. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

True Wealth Design first reported a position in LOB in Q2 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • True Wealth Design held 14 shares of Live Oak Bancshares worth $572 as of Q2 2026.
  • True Wealth Design left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2164 holding.
  • True Wealth Design first reported a position in Live Oak Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.