AIM
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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
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return