Allegiance Financial Group Advisory Services LLC
Position in LOB — Live Oak Bancshares, Inc.
CIK 1964068
VIENNA, VA
Position in LOB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$257,577
+$34,881 QoQ
Shares Held
6,307
-0.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#160
of 239 holders
Holding Since
Dec 2022
10 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, 2026Allegiance Financial Group Advisory Services LLC holds $3,779,232 across 5 Banks - Regional names. LOB ranks #4 (6.8% of the industry book) .
All Filings in LOB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,577 | 6,307 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $222,696 | 6,323 | Shares | Sole | 2025-10-30 | |
| 2024-12-31 | $249,679 | 6,313 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $254,519 | 5,373 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $259,163 | 7,392 | Shares | Defined | 2024-07-24 | |
| 2024-03-31 | $403,352 | 9,717 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $392,301 | 8,622 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $293,031 | 10,122 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $210,032 | 7,983 | Shares | Defined | 2023-07-26 | |
| 2022-12-31 | $241,056 | 7,982 | Shares | Defined | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||