OSAIC HOLDINGS, INC.

Position in LOB — Live Oak Bancshares, Inc.

CIK 1677044 SCOTTSDALE, AZ

Position in LOB

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

Position Value

$968,256

-$162,992 QoQ

Shares Held

29,279

-11.1% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 59.78687796714368.ToString("F0")% Shared 0.ToString("F0")% None 40.21312203285631.ToString("F0")%

Financial Services · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $246,444,075 across 256 Banks - Regional names. LOB ranks #46 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	239,973	$49,935,980
2	USB	US Bancorp De	477,658	$24,842,990
3	TFC	Truist Financial Corp	375,203	$17,248,079
4	MTB	M&T Bank Corp	47,719	$9,864,470
5	WSBC	Wesbanco Inc	269,966	$9,311,126
6	ABCB	Ameris Bancorp	119,280	$9,302,646
7	AUB	Atlantic Union Bankshares Corp	246,277	$8,801,938
8	FITB	Fifth Third Bancorp	153,030	$7,109,772

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$968,256	29,279	-11.1%	Shares	Defined	2026-05-15
2025-12-31	$1,131,248	32,933	+4.4%	Shares	Sole	2026-02-17
2025-09-30	$1,111,120	31,548	+10.2%	Shares	Defined	2025-11-14
2025-06-30	$853,410	28,638	-0.5%	Shares	Defined	2025-09-04
2025-03-31	$767,300	28,781	+10.5%	Shares	Defined	2025-05-12
2024-12-31	$1,030,077	26,045	+28.6%	Shares	Defined	2025-06-06
2024-09-30	$959,667	20,259	+50.8%	Shares	Defined	2024-11-13
2024-06-30	$470,923	13,432	+285.4%	Shares	Defined	2024-08-13
2024-03-31	$144,662	3,485	-14.4%	Shares	Defined	2024-05-10
2023-12-31	$185,275	4,072	-73.2%	Shares	Sole	2024-02-12
2023-09-30	$439,574	15,184	+41.6%	Shares	Defined	2023-11-13
2023-06-30	$282,145	10,724	+104.3%	Shares	Defined	2023-08-21
2023-03-31	$127,891	5,248	-3.9%	Shares	Defined	2023-05-12
2022-12-31	$164,981	5,463	+12.7%	Shares	Defined	2023-02-10
2022-09-30	$148,317	4,847	-2.6%	Shares	Defined	2022-11-14
2022-06-30	$168,668	4,977	+13.8%	Shares	Defined	2022-08-10
2022-03-31	$222,591	4,374	+0.3%	Shares	Defined	2022-05-04
2021-12-31	$380,757	4,362	-1.0%	Shares	Defined	2022-02-03
2021-09-30	$280,352	4,406	-4.4%	Shares	Defined	2021-11-05
2021-06-30	$272,049	4,611	-82.1%	Shares	Defined	2021-08-02
2021-03-31	$1,767,929	25,813	+16.9%	Shares	Defined	2021-05-13
2020-12-31	$1,047,772	22,077	-51.8%	Shares	Defined	2021-02-10
2020-09-30	$1,160,593	45,819	+742.0%	Shares	Defined	2020-11-12
2020-06-30	$78,962	5,442	+406.2%	Shares	Defined	2020-08-14
2020-03-31	$13,405	1,075	—	Shares	Defined	2020-05-18
No filing history on record for this holder in this stock.