SEC 13F Intelligence

Ameriserv Wealth Advisors / LOB

Ameriserv Wealth Advisors’s Live Oak Bancshares Inc Position

Does Ameriserv Wealth Advisors own Live Oak Bancshares Inc (LOB)? Not currently — the last reported position was 112.3K shares worth $4M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2024
Shares
112.3K
% of Portfolio
+2.40%
Quarters Held
17
position exited

Position History LOB

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’20: $5MQ1 ’21: $8MQ2 ’21: $7MQ2 ’21Q3 ’21: $7MQ4 ’21: $10MQ1 ’22: $6MQ1 ’22Q2 ’22: $4MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ3 ’23Q4 ’24: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024112.3K$4M+2.40%
Q3 2023112.3K$3M+6.01%
Q2 2023112.3K$3M+5.60%
Q1 2023112.3K$3M+6.29%
Q4 2022112.3K$3M+6.76%
Q3 2022112.3K$3M+7.57%
Q2 2022112.3K$4M+8.96%
Q1 2022112.3K$6M+4.17%
Q4 2021112.3K$10M+6.73%
Q3 2021112.3K$7M+5.51%
Q2 2021112.3K$7M+5.16%
Q1 2021112.3K$8M+6.60%
Q4 2020112.3K$5M+5.24%
Q3 2019112.3K$2M+2.77%
Q2 2019112.3K$2M+2.51%
Q1 2019112.3K$2M+3.43%
Q4 2018112.3K$2M+4.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ameriserv Wealth Advisors’s full portfolio or all institutional holders of LOB.