Motley Fool Wealth Management, LLC

Position in LOB — Live Oak Bancshares, Inc.

CIK 1607978 ALEXANDRIA, VA

Position in LOB

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$6,930,116

-$2,780,663 QoQ

Shares Held

209,559

-25.9% QoQ

Ownership

0.453%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Motley Fool Wealth Management, LLC holds $10,048,475 across 3 Banks - Regional names. LOB ranks #1 (69.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOB	Live Oak Bancshares, Inc. This page	209,559	$6,930,116
2	HDB	Hdfc Bank Ltd	91,402	$2,274,081
3	USB	US Bancorp De	16,233	$844,278

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,930,116	209,559	-25.9%	Shares	Sole	2026-05-12
2025-12-31	$9,710,779	282,701	-13.7%	Shares	Sole	2026-02-11
2025-09-30	$11,534,162	327,489	-10.7%	Shares	Sole	2025-11-14
2025-06-30	$10,924,918	366,608	+38.9%	Shares	Sole	2025-08-01
2025-03-31	$7,034,480	263,859	+80.5%	Shares	Sole	2025-05-12
2024-12-31	$5,781,616	146,185	-3.1%	Shares	Sole	2025-02-12
2024-09-30	$7,148,748	150,913	-1.6%	Shares	Sole	2024-11-14
2024-06-30	$5,377,047	153,367	+4.2%	Shares	Sole	2024-08-08
2024-03-31	$6,111,143	147,221	-3.4%	Shares	Sole	2024-05-08
2023-12-31	$6,935,519	152,429	-37.2%	Shares	Sole	2024-02-02
2023-09-30	$7,023,820	242,619	-0.1%	Shares	Sole	2023-11-13
2023-06-30	$6,392,724	242,977	+174.7%	Shares	Sole	2023-08-09
2023-03-31	$2,155,502	88,449	+1.9%	Shares	Sole	2023-05-10
2022-12-31	$2,621,692	86,811	-1.4%	Shares	Sole	2023-02-09
2022-09-30	$2,694,727	88,063	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$2,987,945	88,166	-0.4%	Shares	Sole	2022-08-11
2022-03-31	$4,503,357	88,492	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.