Apollon Wealth Management, LLC
Position in LOB — Live Oak Bancshares, Inc.
CIK 1764387
MOUNT PLEASANT, SC
Position in LOB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,797,311
+$4,566,004 QoQ
Shares Held
117,466
+2305.6% QoQ
Ownership
0.254%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3
of 50 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $38,962,049 across 38 Banks - Regional names. LOB ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
26,405 | $6,501,439 | |
| 2 | LOB |
Live Oak Bancshares, Inc.
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|
117,466 | $4,797,311 | |
| 3 | TFC |
Truist Financial Corp
|
64,043 | $3,190,622 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
33,038 | $2,314,972 | |
| 5 | USB |
US Bancorp De
|
37,377 | $2,257,570 | |
| 6 | FHN |
First Horizon Corp
|
64,480 | $1,653,267 | |
| 7 | FITB |
Fifth Third Bancorp
|
28,723 | $1,619,115 | |
| 8 | CAC |
Camden National Corp
|
28,460 | $1,543,101 |
All Filings in LOB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,797,311 | 117,466 | Shares | Sole | 2026-07-23 | |
| 2024-09-30 | $231,307 | 4,883 | Shares | Sole | 2024-11-05 | |
| 2023-12-31 | $216,398 | 4,756 | Shares | Sole | 2024-02-06 | |
| 2022-12-31 | $248,002 | 8,212 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $263,527 | 8,612 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $295,215 | 8,711 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $515,312 | 10,126 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $815,288 | 9,340 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $546,963 | 8,596 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $489,582 | 8,298 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $397,721 | 5,807 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||