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Live Oak Bancshares shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Live Oak Bancshares

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Live Oak Bancshares by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $293k 8.9k 33.07

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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
Vanguard Capital Management
State Street Corporation
Southernsun Asset Management
Vanguard Portfolio Management
Geode Capital Management
William Blair Investment Management
Royce & Associates
Loomis, Sayles and
Two Sigma Investments
Algert Coldiron Investors

View all funds holding Live Oak Bancshares