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Wealthspire Advisors (New York)’s Live Oak Bancshares LOB Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-81
Closed -$2.85K – 2086
2025
Q3 		$2.85K Buy
+81
New +$2.79K ﹤0.01% 2501

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Wealthspire Advisors (New York)'s LOB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Live Oak Bancshares (LOB) in Q4 2025, closing a stake of 81 shares — an estimated $2.85K sold.

Wealthspire Advisors (New York) first reported a position in LOB in Q3 2025 and held it in 1 quarter. The position peaked at $2.85K in Q3 2025. 229 funds tracked by Wall St. Rank hold LOB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Live Oak Bancshares position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 81 Live Oak Bancshares shares in Q4 2025, an estimated $2.85K.
  • Wealthspire Advisors (New York) first reported a position in Live Oak Bancshares in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Live Oak Bancshares position peaked at $2.85K in Q3 2025.
  • 229 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.