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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
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Blue Trust Inc's LOB Position: Q1 2026 in Review

Blue Trust Inc increased its Live Oak Bancshares (LOB) stake by 672% in Q1 2026, buying an estimated $68.1K and bringing the position to 2,122 shares worth $70.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Blue Trust Inc first reported a position in LOB in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.5M in Q2 2024. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Blue Trust Inc held 2,122 shares of Live Oak Bancshares worth $70.2K as of Q1 2026.
  • Blue Trust Inc bought 1,847 Live Oak Bancshares shares in Q1 2026, an estimated $68.1K.
  • Live Oak Bancshares made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #1180 holding.
  • Blue Trust Inc first reported a position in Live Oak Bancshares in Q4 2022 and has held it in 14 quarters since.
  • Blue Trust Inc's Live Oak Bancshares position peaked at $10.5M in Q2 2024.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.