CAPTRUST FINANCIAL ADVISORS

Position in LOB — Live Oak Bancshares, Inc.

CIK 1512024 RALEIGH, NC

Position in LOB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,835,256

-$359,981 QoQ

Shares Held

85,735

-7.8% QoQ

Ownership

0.185%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 88.49711319764391.ToString("F0")% Shared 0.ToString("F0")% None 11.502886802356098.ToString("F0")%

Financial Services · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $489,898,903 across 118 Banks - Regional names. LOB ranks #26 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OZK	Bank OZK	2,320,896	$106,505,917
2	PNC	Pnc Financial Services Group, Inc.	322,394	$67,086,967
3	UMBF	Umb Financial Corp	446,393	$50,348,666
4	TFC	Truist Financial Corp	721,661	$33,174,756
5	USB	US Bancorp De	404,649	$21,045,794
6	FSBC	Five Star Bancorp	466,980	$17,614,485
7	CFG	Citizens Financial Group Inc/Ri	186,501	$11,184,464
8	ZION	Zions Bancorporation, National Association /Ut/	184,540	$10,633,194

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,835,256	85,735	-7.8%	Shares	Sole	2026-05-15
2025-12-31	$3,195,237	93,020	+43.9%	Shares	Sole	2026-02-17
2025-09-30	$2,276,409	64,634	+7.8%	Shares	Sole	2025-11-19
2025-06-30	$1,786,808	59,960	+4.3%	Shares	Sole	2025-08-15
2025-03-31	$1,532,043	57,466	-1.6%	Shares	Sole	2025-05-15
2024-12-31	$2,308,612	58,372	-10.0%	Shares	Sole	2025-02-14
2024-09-30	$3,073,318	64,879	-2.6%	Shares	Sole	2024-11-14
2024-06-30	$2,334,645	66,590	+0.1%	Shares	Sole	2024-08-15
2024-03-31	$2,762,365	66,547	-48.1%	Shares	Sole	2024-05-15
2023-12-31	$5,838,696	128,323	+25.7%	Shares	Sole	2024-02-14
2023-09-30	$2,954,463	102,054	-1.5%	Shares	Sole	2023-11-15
2023-06-30	$2,724,716	103,562	-2.5%	Shares	Sole	2023-08-15
2023-03-31	$2,589,068	106,240	+3.0%	Shares	Sole	2023-05-15
2022-12-31	$3,113,982	103,112	+2718.8%	Shares	Sole	2023-02-15
2022-06-30	$123,969	3,658	-0.3%	Shares	Sole	2022-08-23
2022-03-31	$186,766	3,670	-2.4%	Shares	Sole	2022-05-16
2021-12-31	$328,384	3,762	-8.1%	Shares	Sole	2022-02-14
2021-09-30	$260,564	4,095	+6.5%	Shares	Sole	2021-11-16
2021-06-30	$226,796	3,844	0.0%	Shares	Sole	2021-08-16
2021-03-31	$263,275	3,844	+0.2%	Shares	Sole	2021-05-17
2020-12-31	$182,056	3,836	-43.4%	Shares	Sole	2021-02-16
2020-09-30	$171,636	6,776	+74.5%	Shares	Sole	2020-11-17
2020-06-30	$56,327	3,882	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.