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Equibles

ENVESTNET ASSET MANAGEMENT INC

Position in LOB — Live Oak Bancshares, Inc.

CIK 1407543 Berwyn, PA
Back to LOB Full portfolio

Position in LOB

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$9,684,266
+$1,769,822 QoQ
Shares Held
237,127
-0.9% QoQ
Ownership
0.512%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 240 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in LOB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $2,497,062,468 across 120 Banks - Regional names. LOB ranks #38 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 2,103,553 $517,936,819
2 USB
US Bancorp \De\
 6,349,309 $383,498,263
3 TFC
Truist Financial Corp
 3,124,345 $155,654,867
4 FITB
Fifth Third Bancorp
 2,186,210 $123,236,657
5 IBN
Icici Bank Ltd
 2,774,649 $80,548,060
6 MTB
M&T Bank Corp
 318,844 $75,888,060
7 LYG
Lloyds Banking Group plc
 12,564,633 $73,251,810
8 WTFC
Wintrust Financial Corp
 430,179 $69,138,368

All Filings in LOB

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,684,266 237,127
2026-03-31 $7,914,444 239,324
2025-12-31 $7,471,125 217,500
2025-09-30 $7,252,960 205,933
2025-06-30 $5,401,816 181,269
2025-03-31 $3,868,819 145,117
2024-12-31 $4,931,370 124,687
2024-09-30 $3,599,551 75,988
2024-06-30 $2,318,517 66,130
2024-03-31 $515,969 12,430
2023-12-31 $500,727 11,005
2023-09-30 $277,572 9,588
2022-03-31 $212,567 4,177