West Paces Advisors
LOB icon

West Paces Advisors’s Live Oak Bancshares LOB Stock Holding History

West Paces Advisors’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 		$688 Hold
19
– – ﹤0.01% 661
2026
Q2 		$776 Buy
+19
New +$710 ﹤0.01% 675

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Wedge Capital Management
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Chatham Capital Group
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Motley Fool Asset Management
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Oppenheimer Asset Management
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Creative Planning
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CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

West Paces Advisors's LOB Position: Q3 2026 in Review

West Paces Advisors held its Live Oak Bancshares (LOB) position steady in Q3 2026 at 19 shares worth $688. The position accounts for ﹤0.01% of the portfolio, ranked #661.

West Paces Advisors first reported a position in LOB in Q2 2026 and has held it in 2 quarters since. The position peaked at $776 in Q2 2026. 70 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • West Paces Advisors held 19 shares of Live Oak Bancshares worth $688 as of Q3 2026.
  • West Paces Advisors left its Live Oak Bancshares share count unchanged in Q3 2026.
  • Live Oak Bancshares made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #661 holding.
  • West Paces Advisors first reported a position in Live Oak Bancshares in Q2 2026 and has held it in 2 quarters since.
  • West Paces Advisors's Live Oak Bancshares position peaked at $776 in Q2 2026.
  • 70 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.