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
2025 Q2	–	Sell	-25,000	Closed	-$667K	–	7276
2025 Q1	$667K	Buy	+25,000	New	+$831K	﹤0.01%	3893
2021 Q3	–	Sell	-14,900	Closed	-$879K	–	7285
2021 Q2	$879K	Sell	14,900 -25,300	-63%	-$1.59M	﹤0.01%	4287
2021 Q1	$2.75M	Buy	+40,200	New	+$2.11M	﹤0.01%	3404
2019 Q1	–	Sell	-200,000	Closed	-$73K	–	6280
2018 Q4	$73K	Buy	200,000 +128,900	+181%	+$2.48M	﹤0.01%	5413
2018 Q3	$43K	Sell	71,100 -43,900	-38%	-$1.31M	﹤0.01%	5638
2018 Q2	$290K	Buy	+115,000	New	+$3.37M	﹤0.01%	4823

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo's LOB Position: Q2 2026 in Review

Wells Fargo increased its Live Oak Bancshares (LOB) stake by 5.4% in Q2 2026, buying an estimated $182K and bringing the position to 95,789 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #3069.

Wells Fargo first reported a position in LOB in Q3 2015 and has held it in 44 quarters since. The position peaked at $12.6M in Q1 2021. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Wells Fargo held 95,789 shares of Live Oak Bancshares worth $3.91M as of Q2 2026.
Wells Fargo bought 4,876 Live Oak Bancshares shares in Q2 2026, an estimated $182K.
Live Oak Bancshares made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #3069 holding.
Wells Fargo first reported a position in Live Oak Bancshares in Q3 2015 and has held it in 44 quarters since.
Wells Fargo's Live Oak Bancshares position peaked at $12.6M in Q1 2021.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.