Wealth Enhancement Advisory Services
LOB icon

Wealth Enhancement Advisory Services’s Live Oak Bancshares LOB Stock Holding History

Wealth Enhancement Advisory Services’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 		$491K Buy
14,189
+632
+5% +$25.7K ﹤0.01% 2833
2026
Q2 		$565K Buy
13,557
+1,037
+8% +$38.8K ﹤0.01% 2575
2026
Q1 		$418K Sell
12,520
-4,020
-24% -$148K ﹤0.01% 2474
2025
Q4 		$602K Buy
16,540
+2,251
+16% +$75.4K ﹤0.01% 2347
2025
Q3 		$504K Sell
14,289
-8,153
-36% -$281K ﹤0.01% 2365
2025
Q2 		$724K Sell
22,442
-16,360
-42% -$441K ﹤0.01% 1948
2025
Q1 		$1.03M Buy
38,802
+19,457
+101% +$647K ﹤0.01% 1583
2024
Q4 		$765K Sell
19,345
-466
-2% -$21K ﹤0.01% 1697
2024
Q3 		$938K Sell
19,811
-8,180
-29% -$342K ﹤0.01% 1442
2024
Q2 		$981K Sell
27,991
-7,319
-21% -$259K ﹤0.01% 1289
2024
Q1 		$1.47M Sell
35,310
-5,087
-13% -$203K ﹤0.01% 1084
2023
Q4 		$1.84M Sell
40,397
-72,414
-64% -$2.43M 0.01% 929
2023
Q3 		$3.27M Buy
+112,811
New +$3.63M 0.01% 685

Other funds holding LOB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Whittier Trust
Whittier Trust South Pasadena, California $10.6B AUM 26.99% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's LOB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Live Oak Bancshares (LOB) stake by 4.7% in Q3 2026, buying an estimated $25.7K and bringing the position to 14,189 shares worth $491K. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

Wealth Enhancement Advisory Services first reported a position in LOB in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.27M in Q3 2023. 127 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,189 shares of Live Oak Bancshares worth $491K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 632 Live Oak Bancshares shares in Q3 2026, an estimated $25.7K.
  • Live Oak Bancshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2833 holding.
  • Wealth Enhancement Advisory Services first reported a position in Live Oak Bancshares in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Live Oak Bancshares position peaked at $3.27M in Q3 2023.
  • 127 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.