LOB — LIVE OAK BANCSHARES INC

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in LIVE OAK BANCSHARES INC (LOB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2018 Q2)
Avg. % of fund
0.01%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 90,602 +1,398 +1.6% 0.00% $3.2M $35.16
2025 Q2 ADDED 89,204 +3,059 +3.6% 0.00% $2.7M $29.72
2025 Q1 ADDED 86,145 +6,732 +8.5% 0.00% $2.3M $26.56
2024 Q4 ADDED 79,413 +2,301 +3.0% 0.00% $3.1M $39.37
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% of Fund (quarterly)    LOB price (monthly, adj. close)

Other funds also holding LOB

As of 2025 Q4 — sorted by position size

SOUTHERNSUN ASSET MANAGEMENT, LLC 3Y 7Y 4.93% JCSD Capital, LLC 3Y 7Y 2.16% Motley Fool Wealth Management, LLC 3Y 7Y 0.75% PMC FIG Opportunities LLC 0.71% one8zero8, LLC 0.57% MENDON CAPITAL ADVISORS CORP 3Y 7Y 0.51% NewEdge Wealth, LLC 3Y 0.49% Numerai GP LLC 3Y 0.28% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.28% RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 0.28%
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