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Blue Trust Inc’s Live Oak Bancshares LOB Stock Holding History

Blue Trust Inc’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 		$282K Buy
6,908
+4,786
+226% +$179K ﹤0.01% 673
2026
Q1 		$70.2K Buy
2,122
+1,847
+672% +$68.1K ﹤0.01% 1180
2025
Q4 		$9.45K Buy
275
+101
+58% +$3.38K ﹤0.01% 1877
2025
Q3 		$6.13K Hold
174
– – ﹤0.01% 1955
2025
Q2 		$5.18K Hold
174
– – ﹤0.01% 1998
2025
Q1 		$4.64K Hold
174
– – ﹤0.01% 2114
2024
Q4 		$6.88K Sell
174
-70,997
-100% -$3.2M ﹤0.01% 2036
2024
Q3 		$2.5M Sell
71,171
-181,823
-72% -$7.61M 0.03% 131
2024
Q2 		$10.5M Buy
252,994
+250,939
+12,211% +$8.88M 0.14% 49
2024
Q1 		$85.3K Sell
2,055
-81
-4% -$3.23K ﹤0.01% 754
2023
Q4 		$61K Buy
2,136
+1,962
+1,128% +$65.9K ﹤0.01% 857
2023
Q3 		$5K Hold
174
– – ﹤0.01% 1639
2023
Q2 		$4K Hold
174
– – ﹤0.01% 1600
2023
Q1 		$5K Hold
174
– – ﹤0.01% 1789
2022
Q4 		$5K Buy
+174
New +$5.55K ﹤0.01% 1729

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 $3.37T AUM 44.26% 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

Blue Trust Inc's LOB Position: Q2 2026 in Review

Blue Trust Inc increased its Live Oak Bancshares (LOB) stake by 226% in Q2 2026, buying an estimated $179K and bringing the position to 6,908 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Blue Trust Inc first reported a position in LOB in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.5M in Q2 2024. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Blue Trust Inc held 6,908 shares of Live Oak Bancshares worth $282K as of Q2 2026.
  • Blue Trust Inc bought 4,786 Live Oak Bancshares shares in Q2 2026, an estimated $179K.
  • Live Oak Bancshares made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #673 holding.
  • Blue Trust Inc first reported a position in Live Oak Bancshares in Q4 2022 and has held it in 15 quarters since.
  • Blue Trust Inc's Live Oak Bancshares position peaked at $10.5M in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.