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Amalgamated Bank’s Live Oak Bancshares LOB Stock Holding History

Amalgamated Bank’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
-1,111
Closed -$38K – 2295
2025
Q4 		$38K Sell
1,111
-90
-7% -$3.01K ﹤0.01% 1897
2025
Q3 		$42K Hold
1,201
– – ﹤0.01% 1894
2025
Q2 		$36K Hold
1,201
– – ﹤0.01% 1919
2025
Q1 		$32K Buy
1,201
+53
+5% +$1.76K ﹤0.01% 1916
2024
Q4 		$45K Hold
1,148
– – ﹤0.01% 1860
2024
Q3 		$54K Hold
1,148
– – ﹤0.01% 1820
2024
Q2 		$40K Hold
1,148
– – ﹤0.01% 1910
2024
Q1 		$48K Sell
1,148
-1,801
-61% -$71.7K ﹤0.01% 1878
2023
Q4 		$134K Sell
2,949
-341
-10% -$11.4K ﹤0.01% 1915
2023
Q3 		$95K Hold
3,290
– – ﹤0.01% 2022
2023
Q2 		$87K Sell
3,290
-1,046
-24% -$24.6K ﹤0.01% 2116
2023
Q1 		$106K Sell
4,336
-702
-14% -$22K ﹤0.01% 2035
2022
Q4 		$152K Hold
5,038
– – ﹤0.01% 1956
2022
Q3 		$154K Buy
5,038
+63
+1% +$2.26K ﹤0.01% 1951
2022
Q2 		$169K Sell
4,975
-247
-5% -$10.2K ﹤0.01% 1948
2022
Q1 		$266K Sell
5,222
-372
-7% -$23.8K ﹤0.01% 1820
2021
Q4 		$488K Sell
5,594
-35
-0.6% -$2.91K ﹤0.01% 1591
2021
Q3 		$358K Sell
5,629
-324
-5% -$19.2K ﹤0.01% 1760
2021
Q2 		$351K Buy
+5,953
New +$373K ﹤0.01% 1809

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Amalgamated Bank's LOB Position: Q1 2026 in Review

Amalgamated Bank sold out of Live Oak Bancshares (LOB) in Q1 2026, closing a stake of 1,111 shares — an estimated $38K sold.

Amalgamated Bank first reported a position in LOB in Q2 2021 and held it in 19 quarters. The position peaked at $488K in Q4 2021. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Amalgamated Bank reported no remaining Live Oak Bancshares position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 1,111 Live Oak Bancshares shares in Q1 2026, an estimated $38K.
  • Amalgamated Bank first reported a position in Live Oak Bancshares in Q2 2021 and held it in 19 quarters.
  • Amalgamated Bank's Live Oak Bancshares position peaked at $488K in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.