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Live Oak Bancshares shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Live Oak Bancshares by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $208k 4.6k 45.52

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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