Pathfinder Wealth Consulting, Inc.

Position in LOB — Live Oak Bancshares, Inc.

CIK 2108842 WILMINGTON, NC

Position in LOB

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$2,595,432

-$266,850 QoQ

Shares Held

78,483

-5.8% QoQ

Ownership

0.170%

of shares outstanding

% of Portfolio

3.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Pathfinder Wealth Consulting, Inc. holds $3,683,789 across 4 Banks - Regional names. LOB ranks #1 (70.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LOB	Live Oak Bancshares, Inc. This page	78,483	$2,595,432
2	NU	Nu Holdings Ltd.	41,400	$594,918
3	TFC	Truist Financial Corp	6,737	$309,699
4	LYG	Lloyds Banking Group plc	36,529	$183,740

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,595,432	78,483	-5.8%	Shares	Sole	2026-04-21
2025-12-31	$2,862,282	83,327	—	Shares	Sole	2026-02-09
No filing history on record for this holder in this stock.