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
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

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

Wealth Enhancement Advisory Services's LOB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Live Oak Bancshares (LOB) stake by 8.3% in Q2 2026, buying an estimated $38.8K and bringing the position to 13,557 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Wealth Enhancement Advisory Services first reported a position in LOB in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.27M in Q3 2023. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 13,557 shares of Live Oak Bancshares worth $565K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,037 Live Oak Bancshares shares in Q2 2026, an estimated $38.8K.
  • Live Oak Bancshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2575 holding.
  • Wealth Enhancement Advisory Services first reported a position in Live Oak Bancshares in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Live Oak Bancshares position peaked at $3.27M in Q3 2023.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.