Barrow, Hanley, Mewhinney & Strauss
LOB icon

Barrow, Hanley, Mewhinney & Strauss’s Live Oak Bancshares LOB Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 		$55.5M Sell
1,360,091
-261,812
-16% -$9.79M 0.17% 113
2026
Q1 		$53.6M Sell
1,621,903
-103,951
-6% -$3.83M 0.18% 103
2025
Q4 		$59.3M Sell
1,725,854
-50,438
-3% -$1.69M 0.2% 97
2025
Q3 		$62.6M Sell
1,776,292
-104,680
-6% -$3.61M 0.2% 93
2025
Q2 		$56.1M Buy
1,880,972
+327,575
+21% +$8.84M 0.19% 96
2025
Q1 		$41.4M Buy
1,553,397
+13,169
+0.9% +$438K 0.15% 103
2024
Q4 		$60.9M Sell
1,540,228
-11,753
-0.8% -$529K 0.21% 94
2024
Q3 		$73.5M Sell
1,551,981
-8,237
-0.5% -$345K 0.24% 90
2024
Q2 		$54.7M Buy
1,560,218
+15,496
+1% +$549K 0.19% 98
2024
Q1 		$64.1M Sell
1,544,722
-140,721
-8% -$5.6M 0.22% 91
2023
Q4 		$76.7M Sell
1,685,443
-71,941
-4% -$2.41M 0.27% 77
2023
Q3 		$50.9M Buy
1,757,384
+269,561
+18% +$8.67M 0.19% 94
2023
Q2 		$39.1M Buy
1,487,823
+766,873
+106% +$18.1M 0.15% 104
2023
Q1 		$17.6M Buy
+720,950
New +$22.6M 0.07% 119

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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's LOB Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss reduced its Live Oak Bancshares (LOB) stake by 16% in Q2 2026, selling an estimated $9.79M and leaving 1,360,091 shares worth $55.5M. The position accounts for 0.17% of the portfolio, ranked #113.

Barrow, Hanley, Mewhinney & Strauss first reported a position in LOB in Q1 2023 and has held it in 14 quarters since. The position peaked at $76.7M in Q4 2023. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 1,360,091 shares of Live Oak Bancshares worth $55.5M as of Q2 2026.
  • Barrow, Hanley, Mewhinney & Strauss sold 261,812 Live Oak Bancshares shares in Q2 2026, an estimated $9.79M.
  • Live Oak Bancshares made up 0.17% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q2 2026, its #113 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Live Oak Bancshares in Q1 2023 and has held it in 14 quarters since.
  • Barrow, Hanley, Mewhinney & Strauss's Live Oak Bancshares position peaked at $76.7M in Q4 2023.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.