Position in LOB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$479,283
-$114,353 QoQ
Shares Held
14,493
-16.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Aviance Capital Partners, LLC holds $4,992,831 across 9 Banks - Regional names. LOB ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
26,728 | $1,226,547 | |
| 2 | MTB |
M&T Bank Corp
|
4,505 | $931,273 | |
| 3 | NBBK |
NB Bancorp, Inc.
|
37,167 | $783,108 | |
| 4 | TFC |
Truist Financial Corp
|
13,340 | $613,239 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
This page
|
14,493 | $479,283 | |
| 6 | ALRS |
Alerus Financial Corp
|
13,111 | $310,861 | |
| 7 | FFWM |
First Foundation Inc.
|
45,680 | $269,512 | |
| 8 | USB |
US Bancorp De
|
3,881 | $201,850 |
All Filings in LOB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,283 | 14,493 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $593,636 | 17,282 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $607,298 | 17,243 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $570,461 | 19,143 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $789,535 | 29,615 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||