Wells Fargo
LOB icon

Wells Fargo’s Live Oak Bancshares LOB Stock Holding History

Wells Fargo’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
Q1 		$3.01M Sell
90,913
-70,634
-44% -$2.6M ﹤0.01% 2970
2025
Q4 		$5.55M Buy
161,547
+79,373
+97% +$2.66M ﹤0.01% 2581
2025
Q3 		$2.89M Sell
82,174
-32,967
-29% -$1.14M ﹤0.01% 3045
2025
Q2 		$3.43M Buy
115,141
+46,204
+67% +$1.25M ﹤0.01% 2761
2025
Q1 		$1.84M Sell
68,937
-1,002
-1% -$33.3K ﹤0.01% 3226
2024
Q4 		$2.77M Buy
69,939
+8,649
+14% +$389K ﹤0.01% 2939
2024
Q3 		$2.9M Buy
61,290
+7,431
+14% +$311K ﹤0.01% 2777
2024
Q2 		$1.89M Sell
53,859
-595
-1% -$21.1K ﹤0.01% 3011
2024
Q1 		$2.26M Sell
54,454
-506
-0.9% -$20.1K ﹤0.01% 2874
2023
Q4 		$2.5M Buy
54,960
+12,141
+28% +$407K ﹤0.01% 2729
2023
Q3 		$1.24M Sell
42,819
-6,756
-14% -$217K ﹤0.01% 3170
2023
Q2 		$1.3M Buy
49,575
+5,224
+12% +$123K ﹤0.01% 3256
2023
Q1 		$1.08M Buy
44,351
+5,466
+14% +$171K ﹤0.01% 3319
2022
Q4 		$1.17M Buy
38,885
+9,139
+31% +$292K ﹤0.01% 3141
2022
Q3 		$911K Sell
29,746
-2,840
-9% -$102K ﹤0.01% 3296
2022
Q2 		$1.1M Sell
32,586
-12,621
-28% -$522K ﹤0.01% 3234
2022
Q1 		$2.3M Sell
45,207
-24,538
-35% -$1.57M ﹤0.01% 3166
2021
Q4 		$6.09M Buy
69,745
+15,627
+29% +$1.3M ﹤0.01% 2378
2021
Q3 		$3.44M Sell
54,118
-5,156
-9% -$306K ﹤0.01% 3192
2021
Q2 		$3.5M Sell
59,274
-124,286
-68% -$7.8M ﹤0.01% 3192
2021
Q1 		$12.6M Buy
183,560
+4,172
+2% +$219K ﹤0.01% 2021
2020
Q4 		$8.51M Buy
179,388
+92,464
+106% +$3.71M ﹤0.01% 2230
2020
Q3 		$2.2M Buy
86,924
+5,887
+7% +$115K ﹤0.01% 3229
2020
Q2 		$1.18M Buy
81,037
+20,121
+33% +$273K ﹤0.01% 3689
2020
Q1 		$759K Buy
60,916
+4,961
+9% +$78.5K ﹤0.01% 3724
2019
Q4 		$1.06M Buy
55,955
+7,145
+15% +$132K ﹤0.01% 3821
2019
Q3 		$884K Buy
48,810
+1,085
+2% +$19.5K ﹤0.01% 3938
2019
Q2 		$818K Sell
47,725
-2,543
-5% -$41.8K ﹤0.01% 4030
2019
Q1 		$734K Sell
50,268
-159,950
-76% -$2.46M ﹤0.01% 4098
2018
Q4 		$3.11M Buy
210,218
+56,806
+37% +$1.1M ﹤0.01% 2901
2018
Q3 		$4.11M Buy
153,412
+109,071
+246% +$3.27M ﹤0.01% 2803
2018
Q2 		$1.36M Sell
44,341
-6,269
-12% -$184K ﹤0.01% 3766
2018
Q1 		$1.41M Buy
50,610
+6,313
+14% +$167K ﹤0.01% 3655
2017
Q4 		$1.06M Buy
44,297
+14,326
+48% +$346K ﹤0.01% 3897
2017
Q3 		$703K Buy
29,971
+7,136
+31% +$167K ﹤0.01% 4097
2017
Q2 		$552K Buy
22,835
+1,162
+5% +$27.8K ﹤0.01% 4156
2017
Q1 		$470K Sell
21,673
-9,510
-30% -$202K ﹤0.01% 4290
2016
Q4 		$577K Buy
31,183
+19,122
+159% +$317K ﹤0.01% 4098
2016
Q3 		$174K Buy
12,061
+400
+3% +$5.59K ﹤0.01% 4559
2016
Q2 		$165K Buy
11,661
+6,739
+137% +$103K ﹤0.01% 4512
2016
Q1 		$74K Hold
4,922
– – ﹤0.01% 5044
2015
Q4 		$70K Buy
4,922
+1,423
+41% +$22K ﹤0.01% 5142
2015
Q3 		$68K Buy
+3,499
New +$68.8K ﹤0.01% 5135

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo's LOB Position: Q1 2026 in Review

Wells Fargo reduced its Live Oak Bancshares (LOB) stake by 44% in Q1 2026, selling an estimated $2.6M and leaving 90,913 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

Wells Fargo first reported a position in LOB in Q3 2015 and has held it in 43 quarters since. The position peaked at $12.6M in Q1 2021. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Wells Fargo held 90,913 shares of Live Oak Bancshares worth $3.01M as of Q1 2026.
  • Wells Fargo sold 70,634 Live Oak Bancshares shares in Q1 2026, an estimated $2.6M.
  • Live Oak Bancshares made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2970 holding.
  • Wells Fargo first reported a position in Live Oak Bancshares in Q3 2015 and has held it in 43 quarters since.
  • Wells Fargo's Live Oak Bancshares position peaked at $12.6M in Q1 2021.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.