Position in LOB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$116,394
+$18,497 QoQ
Shares Held
2,850
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#175
of 239 holders
Holding Since
Dec 2022
14 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, 2026Concord Wealth Partners holds $4,731,684 across 13 Banks - Regional names. LOB ranks #3 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
69,645 | $3,469,713 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,889 | $711,329 | |
| 3 | LOB |
Live Oak Bancshares, Inc.
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|
2,850 | $116,394 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
2,728 | $115,421 | |
| 5 | SSB |
SouthState Bank Corp
|
587 | $58,641 | |
| 6 | FITB |
Fifth Third Bancorp
|
979 | $55,186 | |
| 7 | FCBC |
First Community Bankshares Inc /Va/
|
1,141 | $50,683 | |
| 8 | KEY |
Keycorp /New/
|
2,183 | $50,318 |
All Filings in LOB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,394 | 2,850 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $97,897 | 2,850 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $100,377 | 2,850 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $84,930 | 2,850 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $75,981 | 2,850 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $112,717 | 2,850 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $135,004 | 2,850 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $99,921 | 2,850 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $118,303 | 2,850 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $146,783 | 3,226 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $94,203 | 3,254 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $85,612 | 3,254 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $682 | 28 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $93,016 | 3,080 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||