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
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's LOB Position: Q1 2026 in Review

Barrow, Hanley, Mewhinney & Strauss reduced its Live Oak Bancshares (LOB) stake by 6% in Q1 2026, selling an estimated $3.83M and leaving 1,621,903 shares worth $53.6M. The position accounts for 0.18% of the portfolio, ranked #103.

Barrow, Hanley, Mewhinney & Strauss first reported a position in LOB in Q1 2023 and has held it in 13 quarters since. The position peaked at $76.7M in Q4 2023. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 1,621,903 shares of Live Oak Bancshares worth $53.6M as of Q1 2026.
  • Barrow, Hanley, Mewhinney & Strauss sold 103,951 Live Oak Bancshares shares in Q1 2026, an estimated $3.83M.
  • Live Oak Bancshares made up 0.18% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q1 2026, its #103 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Live Oak Bancshares in Q1 2023 and has held it in 13 quarters since.
  • Barrow, Hanley, Mewhinney & Strauss's Live Oak Bancshares position peaked at $76.7M in Q4 2023.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2026, filed 13 May 2026.