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Live Oak Bancshares shares owned by CrossGen Wealth

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

Historical chart of CrossGen Wealth investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Live Oak Bancshares by CrossGen Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $24k 703 34.35

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Top funds holding Live Oak Bancshares

T. Rowe Price Investment Management
BlackRock
Vanguard Group
Barrow, Hanley, Mewhinney & Strauss
Dimensional Fund Advisors
State Street Corporation
NewEdge Wealth
Southernsun Asset Management
Geode Capital Management
Ameriprise Financial
Hotchkis and Wiley Capital Management
Motley Fool Wealth Management
Northern Trust
Nuveen
Goldman Sachs Group

View all funds holding Live Oak Bancshares