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Live Oak Bancshares shares owned by Bragg Financial Advisors

Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Bragg Financial Advisors from 13F filings

Historical chart of Bragg Financial Advisors investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Live Oak Bancshares held by Bragg Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Live Oak Bancshares by Bragg Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.1M 71k 28.95
2023-06-30 $1.9M 71k 26.31
2023-03-31 $1.8M 76k 24.37
2022-12-31 $2.5M 81k 30.20

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View all positions for Bragg Financial Advisors

Top funds holding Live Oak Bancshares

Vanguard Group
Diamond Hill Capital Management
Barrow, Hanley, Mewhinney & Strauss
Dimensional Fund Advisors
D. E. Shaw & Co
Trust Co of the South
Charles Schwab Investment Management
Vident Advisory
Hotchkis and Wiley Capital Management
Millennium Management
Bank of New York Mellon
Goldman Sachs Group
Norges Bank Investment Management
Motley Fool Wealth Management
Jpmorgan Chase & Co

View all funds holding Live Oak Bancshares