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Live Oak Bancshares shares owned by Sequoia Financial Advisors

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

Historical chart of Sequoia Financial Advisors investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Live Oak Bancshares held by Sequoia 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 Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 51k 41.51
2023-12-31 $2.3M 51k 45.50
2023-09-30 $1.5M 51k 28.95
2023-06-30 $1.3M 51k 26.31
2023-03-31 $1.2M 51k 24.37
2021-12-31 $4.5M 52k 87.30

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Top funds holding Live Oak Bancshares

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

View all funds holding Live Oak Bancshares