Ameriprise’s Live Oak Bancshares LOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.8M | Sell |
114,814
-19,521
| -15% | -$719K | ﹤0.01% | 2611 |
|
|
2025
Q4 | $4.61M | Sell |
134,335
-385,622
| -74% | -$12.9M | ﹤0.01% | 2485 |
|
|
2025
Q3 | $18.3M | Buy |
519,957
+408,591
| +367% | +$14.1M | ﹤0.01% | 1467 |
|
|
2025
Q2 | $3.32M | Buy |
111,366
+40,167
| +56% | +$1.08M | ﹤0.01% | 2658 |
|
|
2025
Q1 | $1.9M | Sell |
71,199
-755,257
| -91% | -$25.1M | ﹤0.01% | 2930 |
|
|
2024
Q4 | $32.7M | Sell |
826,456
-26,572
| -3% | -$1.2M | 0.01% | 1071 |
|
|
2024
Q3 | $40.4M | Sell |
853,028
-168,364
| -16% | -$7.04M | 0.01% | 938 |
|
|
2024
Q2 | $35.8M | Buy |
1,021,392
+45,078
| +5% | +$1.6M | 0.01% | 955 |
|
|
2024
Q1 | $40.5M | Buy |
976,314
+92,018
| +10% | +$3.66M | 0.01% | 908 |
|
|
2023
Q4 | $40.2M | Buy |
884,296
+109,105
| +14% | +$3.66M | 0.01% | 872 |
|
|
2023
Q3 | $22.4M | Sell |
775,191
-5,023
| -0.6% | -$162K | 0.01% | 1146 |
|
|
2023
Q2 | $20.5M | Sell |
780,214
-419,185
| -35% | -$9.87M | 0.01% | 1242 |
|
|
2023
Q1 | $29.2M | Sell |
1,199,399
-1,017,486
| -46% | -$31.9M | 0.01% | 1028 |
|
|
2022
Q4 | $66.9M | Buy |
2,216,885
+489,693
| +28% | +$15.6M | 0.02% | 617 |
|
|
2022
Q3 | $52.9M | Buy |
1,727,192
+682,410
| +65% | +$24.5M | 0.02% | 682 |
|
|
2022
Q2 | $35.3M | Buy |
1,044,782
+147,834
| +16% | +$6.11M | 0.01% | 875 |
|
|
2022
Q1 | $45.6M | Sell |
896,948
-91,902
| -9% | -$5.88M | 0.01% | 848 |
|
|
2021
Q4 | $86.3M | Sell |
988,850
-406,627
| -29% | -$33.9M | 0.02% | 621 |
|
|
2021
Q3 | $88.8M | Buy |
1,395,477
+508,136
| +57% | +$30.1M | 0.03% | 555 |
|
|
2021
Q2 | $52.4M | Buy |
887,341
+440,951
| +99% | +$27.7M | 0.02% | 782 |
|
|
2021
Q1 | $30.6M | Buy |
446,390
+401,141
| +887% | +$21M | 0.01% | 1026 |
|
|
2020
Q4 | $2.15M | Sell |
45,249
-35,320
| -44% | -$1.42M | ﹤0.01% | 2767 |
|
|
2020
Q3 | $2.04M | Sell |
80,569
-10,589
| -12% | -$206K | ﹤0.01% | 2656 |
|
|
2020
Q2 | $1.32M | Sell |
91,158
-12,049
| -12% | -$163K | ﹤0.01% | 2797 |
|
|
2020
Q1 | $1.29M | Buy |
103,207
+29,207
| +39% | +$462K | ﹤0.01% | 2708 |
|
|
2019
Q4 | $1.41M | Buy |
74,000
+7,200
| +11% | +$133K | ﹤0.01% | 2915 |
|
|
2019
Q3 | $1.21M | Sell |
66,800
-9,800
| -13% | -$176K | ﹤0.01% | 2938 |
|
|
2019
Q2 | $1.31M | Sell |
76,600
-14,100
| -16% | -$232K | ﹤0.01% | 2955 |
|
|
2019
Q1 | $1.32M | Buy |
+90,700
| New | +$1.39M | ﹤0.01% | 2926 |
|
|
2016
Q1 | – | Sell |
-203,923
| Closed | -$2.9M | – | 3820 |
|
|
2015
Q4 | $2.9M | Sell |
203,923
-6,740
| -3% | -$104K | ﹤0.01% | 2405 |
|
|
2015
Q3 | $4.14M | Buy |
+210,663
| New | +$4.14M | ﹤0.01% | 2143 |
|
Other funds holding LOB
VCM
GGHC
SAM
VPM
Ameriprise's LOB Position: Q1 2026 in Review
Ameriprise reduced its Live Oak Bancshares (LOB) stake by 15% in Q1 2026, selling an estimated $719K and leaving 114,814 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2611.
Ameriprise first reported a position in LOB in Q3 2015 and has held it in 31 quarters since. The position peaked at $88.8M in Q3 2021. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.
- Ameriprise held 114,814 shares of Live Oak Bancshares worth $3.8M as of Q1 2026.
- Ameriprise sold 19,521 Live Oak Bancshares shares in Q1 2026, an estimated $719K.
- Live Oak Bancshares made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2611 holding.
- Ameriprise first reported a position in Live Oak Bancshares in Q3 2015 and has held it in 31 quarters since.
- Ameriprise's Live Oak Bancshares position peaked at $88.8M in Q3 2021.
- 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.