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Brooklyn Investment Group’s Live Oak Bancshares LOB Stock Holding History

Brooklyn Investment Group’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
2025
Q3 		– Sell
-152
Closed -$4.53K – 1819
2025
Q2 		$4.53K Buy
152
+90
+145% +$2.43K ﹤0.01% 2513
2025
Q1 		$1.65K Buy
62
+48
+343% +$1.6K ﹤0.01% 2215
2024
Q4 		$516 Buy
+14
New +$630 ﹤0.01% 1708

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Brooklyn Investment Group's LOB Position: Q3 2025 in Review

Brooklyn Investment Group sold out of Live Oak Bancshares (LOB) in Q3 2025, closing a stake of 152 shares — an estimated $4.53K sold.

Brooklyn Investment Group first reported a position in LOB in Q4 2024 and held it in 3 quarters. The position peaked at $4.53K in Q2 2025. 223 funds tracked by Wall St. Rank hold LOB as of Q3 2025.

  • Brooklyn Investment Group reported no remaining Live Oak Bancshares position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 152 Live Oak Bancshares shares in Q3 2025, an estimated $4.53K.
  • Brooklyn Investment Group first reported a position in Live Oak Bancshares in Q4 2024 and held it in 3 quarters.
  • Brooklyn Investment Group's Live Oak Bancshares position peaked at $4.53K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.