Wedge Capital Management’s Live Oak Bancshares LOB Stock Holding History

Wedge Capital Management’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	$2.15M	Buy	+59,379	New	+$2.42M	0.04%	322

Other funds holding LOB

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

Wedge Capital Management's LOB Position: Q3 2026 in Review

Wedge Capital Management opened a new position in Live Oak Bancshares (LOB) in Q3 2026: 59,379 shares worth $2.15M. The stake represents 0.04% of the portfolio and ranks #322 among its holdings.

65 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

Wedge Capital Management held 59,379 shares of Live Oak Bancshares worth $2.15M as of Q3 2026.
Live Oak Bancshares was a new Wedge Capital Management position in Q3 2026.
Live Oak Bancshares made up 0.04% of Wedge Capital Management's portfolio in Q3 2026, its #322 holding.
65 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.