Smith Salley Wealth Management
Position in LOB — Live Oak Bancshares, Inc.
CIK 1482012
GREENSBORO, NC
Position in LOB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$365,681
+$69,573 QoQ
Shares Held
8,954
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#145
of 240 holders
Holding Since
Dec 2020
23 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, 2026Smith Salley Wealth Management holds $36,056,137 across 8 Banks - Regional names. LOB ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
80,906 | $19,920,675 | |
| 2 | FBNC |
First Bancorp /Nc/
|
110,644 | $7,073,470 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
159,890 | $2,834,849 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
62,147 | $2,629,439 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
752 | $1,564,754 | |
| 6 | TFC |
Truist Financial Corp
|
17,105 | $852,171 | |
| 7 | USB |
US Bancorp De
|
13,495 | $815,098 | |
| 8 | LOB |
Live Oak Bancshares, Inc.
This page
|
8,954 | $365,681 |
All Filings in LOB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,681 | 8,954 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $296,108 | 8,954 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $307,569 | 8,954 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $315,359 | 8,954 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $266,829 | 8,954 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $238,713 | 8,954 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $354,130 | 8,954 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $424,150 | 8,954 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $313,927 | 8,954 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $371,680 | 8,954 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $407,407 | 8,954 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $259,218 | 8,954 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $226,371 | 8,604 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $209,679 | 8,604 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $259,840 | 8,604 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $235,742 | 7,704 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $261,088 | 7,704 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $392,056 | 7,704 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $672,482 | 7,704 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $490,205 | 7,704 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $454,536 | 7,704 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $527,646 | 7,704 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $365,631 | 7,704 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||