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Live Oak Bancshares shares owned by NewEdge Wealth

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

Historical chart of NewEdge Wealth investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Live Oak Bancshares by NewEdge Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $43M 1.3M 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
William Blair Investment Management
Loomis, Sayles and
Hotchkis and Wiley Capital Management
Goldman Sachs Group
Charles Schwab Investment Management
Manufacturers Life Insurance Company

View all funds holding Live Oak Bancshares