Position in LOB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,076,163
+$47,347 QoQ
Shares Held
32,542
+8.7% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Sovran Advisors, LLC holds $7,751,466 across 8 Banks - Regional names. LOB ranks #5 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAP |
Credicorp Ltd
|
4,880 | $1,655,198 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
39,232 | $1,402,151 | |
| 3 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
40,241 | $1,360,950 | |
| 4 | BANR |
Banner Corp
|
19,623 | $1,190,723 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
This page
|
32,542 | $1,076,163 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
3,163 | $433,584 | |
| 7 | USB |
US Bancorp De
|
8,078 | $420,136 | |
| 8 | IBN |
Icici Bank Ltd
|
8,207 | $212,561 |
All Filings in LOB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,076,163 | 32,542 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,028,816 | 29,951 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||