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Live Oak Bancshares shares owned by Allegiance Financial Group Advisory Services

Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Allegiance Financial Group Advisory Services from 13F filings

Historical chart of Allegiance Financial Group Advisory Services investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Live Oak Bancshares held by Allegiance Financial Group Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Live Oak Bancshares by Allegiance Financial Group Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $403k 9.7k 41.51
2023-12-31 $392k 8.6k 45.50
2023-09-30 $293k 10k 28.95
2023-06-30 $210k 8.0k 26.31
2022-12-31 $241k 8.0k 30.20

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View all positions for Allegiance Financial Group Advisory Services

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