Position in FNB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$573,315
+$70,913 QoQ
Shares Held
30,048
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#248
of 523 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FNB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Live Oak Private Wealth LLC holds $8,273,957 across 3 Banks - Regional names. FNB ranks #2 (6.9% of the industry book) .
All Filings in FNB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,315 | 30,048 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $502,402 | 30,048 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $513,820 | 30,048 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $484,524 | 30,076 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $438,508 | 30,076 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $404,522 | 30,076 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $444,523 | 30,076 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $424,372 | 30,076 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $411,439 | 30,076 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $424,071 | 30,076 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $414,146 | 30,076 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $338,309 | 31,354 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $376,936 | 32,949 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $244,052 | 21,039 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $274,558 | 21,039 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $274,479 | 23,662 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $257,175 | 23,681 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $294,828 | 23,681 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $287,250 | 23,681 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $275,173 | 23,681 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $291,986 | 23,681 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $300,748 | 23,681 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $224,969 | 23,681 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $160,557 | 23,681 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $177,607 | 23,681 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||