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Equibles

OSAIC HOLDINGS, INC.

Position in LOB — Live Oak Bancshares, Inc.

CIK 1677044 SCOTTSDALE, AZ
Back to LOB Full portfolio

Position in LOB

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,209,107
+$240,851 QoQ
Shares Held
29,606
+1.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 240 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 65% Shared 0% None 35%

Common Shares in LOB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

OSAIC HOLDINGS, INC. holds $326,405,533 across 251 Banks - Regional names. LOB ranks #43 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 279,306 $68,770,721
2 USB
US Bancorp \De\
 500,032 $30,201,931
3 TFC
Truist Financial Corp
 430,382 $21,441,628
4 WSBC
Wesbanco Inc
 315,103 $12,298,469
5 MTB
M&T Bank Corp
 49,796 $11,851,944
6 UMBF
Umb Financial Corp
 79,883 $11,404,096
7 AUB
Atlantic Union Bankshares Corp
 263,246 $11,137,936
8 ABCB
Ameris Bancorp
 117,414 $10,597,786

All Filings in LOB

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,209,107 29,606
2026-03-31 $968,256 29,279
2025-12-31 $1,131,248 32,933
2025-09-30 $1,111,120 31,548
2025-06-30 $853,410 28,638
2025-03-31 $767,300 28,781
2024-12-31 $1,030,077 26,045
2024-09-30 $959,667 20,259
2024-06-30 $470,923 13,432
2024-03-31 $144,662 3,485
2023-12-31 $185,275 4,072
2023-09-30 $439,574 15,184
2023-06-30 $282,145 10,724
2023-03-31 $127,891 5,248
2022-12-31 $164,981 5,463
2022-09-30 $148,317 4,847
2022-06-30 $168,668 4,977
2022-03-31 $208,324 4,374
2021-12-31 $380,757 4,362
2021-09-30 $280,352 4,406
2021-06-30 $272,049 4,611
2021-03-31 $1,767,929 25,813
2020-12-31 $1,047,772 22,077
2020-09-30 $1,160,593 45,819
2020-06-30 $78,962 5,442
2020-03-31 $13,405 1,075