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Live Oak Bancshares shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Live Oak Bancshares (LOB) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Live Oak Bancshares held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Live Oak Bancshares by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $118k 2.9k 41.51
2023-12-31 $147k 3.2k 45.50
2023-09-30 $94k 3.3k 28.95
2023-06-30 $86k 3.3k 26.31
2023-03-31 $681 28 24.36
2022-12-31 $93k 3.1k 30.20

More positions owned by Concord Wealth Partners

Spdr Ser Tr Portfolio Short (SPSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Div Grwth (DGRO)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)

View all positions for Concord Wealth Partners

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