Aigen Investment Management’s Live Oak Bancshares LOB Stock Holding History

Aigen Investment Management’s Portfolio LOB Stock Details LOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$395K	Buy	+9,668	New	+$361K	0.11%	239
2026 Q1	–	Sell	-6,828	Closed	-$235K	–	677
2025 Q4	$235K	Sell	6,828 -4,138	-38%	-$139K	0.05%	427
2025 Q3	$386K	Buy	10,966 +2,485	+29%	+$85.6K	0.06%	474
2025 Q2	$253K	Buy	+8,481	New	+$229K	0.03%	587
2023 Q1	–	Sell	-6,812	Closed	-$206K	–	732
2022 Q4	$206K	Buy	+6,812	New	+$217K	0.03%	455
2021 Q3	–	Sell	-7,305	Closed	-$431K	–	580
2021 Q2	$431K	Sell	7,305 -2,105	-22%	-$132K	0.08%	257
2021 Q1	$644K	Buy	9,410 +1,696	+22%	+$89K	0.09%	250
2020 Q4	$366K	Buy	+7,714	New	+$309K	0.05%	496
2020 Q2	–	Sell	-3,838	Closed	-$48K	–	1090
2020 Q1	$48K	Sell	3,838 -4,103	-52%	-$64.9K	0.01%	1000
2019 Q4	$151K	Buy	+7,941	New	+$147K	0.03%	607

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aigen Investment Management's LOB Position: Q2 2026 in Review

Aigen Investment Management opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 9,668 shares worth $395K. The stake represents 0.11% of the portfolio and ranks #239 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in LOB as recently as Q4 2025.

Aigen Investment Management first reported a position in LOB in Q4 2019 and has held it in 10 quarters since. The position peaked at $644K in Q1 2021. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Aigen Investment Management held 9,668 shares of Live Oak Bancshares worth $395K as of Q2 2026.
Live Oak Bancshares was a new Aigen Investment Management position in Q2 2026.
Live Oak Bancshares made up 0.11% of Aigen Investment Management's portfolio in Q2 2026, its #239 holding.
Aigen Investment Management first reported a position in Live Oak Bancshares in Q4 2019 and has held it in 10 quarters since.
Aigen Investment Management's Live Oak Bancshares position peaked at $644K in Q1 2021.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.