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Atria Investments’s Live Oak Bancshares LOB Stock Holding History

Atria Investments’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 		$210K Buy
+5,150
New +$193K ﹤0.01% 2046
2022
Q1 		– Sell
-12,701
Closed -$1.11M – 906
2021
Q4 		$1.11M Buy
+12,701
New +$1.06M 0.02% 791

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Investments's LOB Position: Q2 2026 in Review

Atria Investments opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 5,150 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #2046 among its holdings. This is a return to the name: Atria Investments previously reported a position in LOB as recently as Q4 2021.

Atria Investments first reported a position in LOB in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.11M in Q4 2021. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Atria Investments held 5,150 shares of Live Oak Bancshares worth $210K as of Q2 2026.
  • Live Oak Bancshares was a new Atria Investments position in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #2046 holding.
  • Atria Investments first reported a position in Live Oak Bancshares in Q4 2021 and has held it in 2 quarters since.
  • Atria Investments's Live Oak Bancshares position peaked at $1.11M in Q4 2021.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.