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Live Oak Bancshares shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Live Oak Bancshares by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $298k 8.7k 34.35

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
Vanguard US Total Stock Market Etf (VTI)
iShares MSCI USA Quality Etf (QUAL)
Vanguard High Div Yield ETF Etf (VYM)
Microsoft Corporation (MSFT)
Vanguard Small-Cap ETF Etf (VB)
Invesco QQQ Trust Series I Etf (QQQ)
Vanguard FTSE All World Ex US Etf (VEU)
SPDR S&P 500 ETF Tr Etf (SPY)
iShares Core S&P 500 Index Fun Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard FTSE Developed Market Etf (VEA)
Alphabet Inc Class A cs (GOOGL)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)

View all positions for Pinnacle Wealth Management Advisory

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