Balyasny Asset Management
LOB icon

Balyasny Asset Management’s Live Oak Bancshares LOB Stock Holding History

Balyasny Asset 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
2020
Q2 		– Sell
-70,300
Closed -$877K – 1336
2020
Q1 		$877K Buy
+70,300
New +$1.11M 0.01% 792

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

Balyasny Asset Management's LOB Position: Q1 2026 in Review

Balyasny Asset Management reduced its Live Oak Bancshares (LOB) stake by 37% in Q1 2026, selling an estimated $394K and leaving 18,529 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Balyasny Asset Management first reported a position in LOB in Q1 2020 and has held it in 13 quarters since. The position peaked at $9.84M in Q1 2025. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Balyasny Asset Management held 18,529 shares of Live Oak Bancshares worth $613K as of Q1 2026.
  • Balyasny Asset Management sold 10,686 Live Oak Bancshares shares in Q1 2026, an estimated $394K.
  • Live Oak Bancshares made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2271 holding.
  • Balyasny Asset Management first reported a position in Live Oak Bancshares in Q1 2020 and has held it in 13 quarters since.
  • Balyasny Asset Management's Live Oak Bancshares position peaked at $9.84M in Q1 2025.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.