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 $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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.