Ameritas Investment Partners’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
Q2 | $135K | Buy |
3,313
+358
| +12% | +$13.4K | ﹤0.01% | 1647 |
|
|
2026
Q1 | $97.7K | Hold |
2,955
| – | – | ﹤0.01% | 1709 |
|
|
2025
Q4 | $102K | Hold |
2,955
| – | – | ﹤0.01% | 1689 |
|
|
2025
Q3 | $104K | Sell |
2,955
-390
| -12% | -$13.4K | ﹤0.01% | 1667 |
|
|
2025
Q2 | $99.7K | Hold |
3,345
| – | – | ﹤0.01% | 1760 |
|
|
2025
Q1 | $89.2K | Hold |
3,345
| – | – | ﹤0.01% | 1783 |
|
|
2024
Q4 | $132K | Hold |
3,345
| – | – | ﹤0.01% | 1592 |
|
|
2024
Q3 | $158K | Hold |
3,345
| – | – | 0.01% | 1486 |
|
|
2024
Q2 | $117K | Hold |
3,345
| – | – | ﹤0.01% | 1624 |
|
|
2024
Q1 | $139K | Hold |
3,345
| – | – | ﹤0.01% | 1529 |
|
|
2023
Q4 | $152K | Hold |
3,345
| – | – | 0.01% | 1459 |
|
|
2023
Q3 | $96.8K | Buy |
3,345
+853
| +34% | +$27.4K | ﹤0.01% | 1679 |
|
|
2023
Q2 | $65.6K | Hold |
2,492
| – | – | ﹤0.01% | 1872 |
|
|
2023
Q1 | $60.7K | Hold |
2,492
| – | – | ﹤0.01% | 1847 |
|
|
2022
Q4 | $78K | Hold |
2,492
| – | – | ﹤0.01% | 1763 |
|
|
2022
Q3 | $76K | Hold |
2,492
| – | – | ﹤0.01% | 1690 |
|
|
2022
Q2 | $84K | Hold |
2,492
| – | – | ﹤0.01% | 1638 |
|
|
2022
Q1 | $127K | Hold |
2,492
| – | – | ﹤0.01% | 1477 |
|
|
2021
Q4 | $218K | Hold |
2,492
| – | – | 0.01% | 1176 |
|
|
2021
Q3 | $159K | Hold |
2,492
| – | – | 0.01% | 1381 |
|
|
2021
Q2 | $147K | Buy |
2,492
+145
| +6% | +$9.1K | 0.01% | 1480 |
|
|
2021
Q1 | $161K | Hold |
2,347
| – | – | 0.01% | 1351 |
|
|
2020
Q4 | $111K | Hold |
2,347
| – | – | 0.01% | 1516 |
|
|
2020
Q3 | $59K | Hold |
2,347
| – | – | ﹤0.01% | 1737 |
|
|
2020
Q2 | $34K | Hold |
2,347
| – | – | ﹤0.01% | 2066 |
|
|
2020
Q1 | $29K | Buy |
2,347
+409
| +21% | +$6.47K | ﹤0.01% | 1971 |
|
|
2019
Q4 | $37K | Hold |
1,938
| – | – | ﹤0.01% | 2083 |
|
|
2019
Q3 | $35K | Hold |
1,938
| – | – | ﹤0.01% | 2085 |
|
|
2019
Q2 | $33K | Hold |
1,938
| – | – | ﹤0.01% | 2149 |
|
|
2019
Q1 | $28K | Hold |
1,938
| – | – | ﹤0.01% | 2200 |
|
|
2018
Q4 | $29K | Hold |
1,938
| – | – | ﹤0.01% | 2115 |
|
|
2018
Q3 | $52K | Hold |
1,938
| – | – | ﹤0.01% | 1979 |
|
|
2018
Q2 | $59K | Hold |
1,938
| – | – | ﹤0.01% | 1878 |
|
|
2018
Q1 | $54K | Hold |
1,938
| – | – | ﹤0.01% | 1879 |
|
|
2017
Q4 | $46K | Buy |
1,938
+414
| +27% | +$10K | ﹤0.01% | 1975 |
|
|
2017
Q3 | $34K | Hold |
1,524
| – | – | ﹤0.01% | 2105 |
|
|
2017
Q2 | $37K | Hold |
1,524
| – | – | ﹤0.01% | 2092 |
|
|
2017
Q1 | $33K | Buy |
+1,524
| New | +$32.3K | ﹤0.01% | 2109 |
|
Other funds holding LOB
GGHC
SAM
Ameritas Investment Partners's LOB Position: Q2 2026 in Review
Ameritas Investment Partners increased its Live Oak Bancshares (LOB) stake by 12% in Q2 2026, buying an estimated $13.4K and bringing the position to 3,313 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.
Ameritas Investment Partners first reported a position in LOB in Q1 2017 and has held it in 38 quarters since. The position peaked at $218K in Q4 2021. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.
- Ameritas Investment Partners held 3,313 shares of Live Oak Bancshares worth $135K as of Q2 2026.
- Ameritas Investment Partners bought 358 Live Oak Bancshares shares in Q2 2026, an estimated $13.4K.
- Live Oak Bancshares made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1647 holding.
- Ameritas Investment Partners first reported a position in Live Oak Bancshares in Q1 2017 and has held it in 38 quarters since.
- Ameritas Investment Partners's Live Oak Bancshares position peaked at $218K in Q4 2021.
- 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.
Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.