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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
Q2 		$776 Buy
+19
New +$710 ﹤0.01% 675

Other funds holding LOB

TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

West Paces Advisors's LOB Position: Q2 2026 in Review

West Paces Advisors opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 19 shares worth $776. The stake represents ﹤0.01% of the portfolio and ranks #675 among its holdings.

42 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • West Paces Advisors held 19 shares of Live Oak Bancshares worth $776 as of Q2 2026.
  • Live Oak Bancshares was a new West Paces Advisors position in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #675 holding.
  • 42 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.