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Caitong International Asset Management’s Live Oak Bancshares LOB Stock Holding History

Caitong International Asset Management’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 		$449 Sell
11
-2
-15% -$75 ﹤0.01% 1764
2026
Q1 		$430 Buy
13
+3
+30% +$111 ﹤0.01% 1700
2025
Q4 		$344 Buy
+10
New +$335 ﹤0.01% 1531
2025
Q3 		– Sell
-118
Closed -$3.52K – 2263
2025
Q2 		$3.52K Buy
+118
New +$3.18K ﹤0.01% 1167

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
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

Caitong International Asset Management's LOB Position: Q2 2026 in Review

Caitong International Asset Management reduced its Live Oak Bancshares (LOB) stake by 15% in Q2 2026, selling an estimated $75 and leaving 11 shares worth $449. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Caitong International Asset Management first reported a position in LOB in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.52K in Q2 2025. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Caitong International Asset Management held 11 shares of Live Oak Bancshares worth $449 as of Q2 2026.
  • Caitong International Asset Management sold 2 Live Oak Bancshares shares in Q2 2026, an estimated $75.
  • Live Oak Bancshares made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #1764 holding.
  • Caitong International Asset Management first reported a position in Live Oak Bancshares in Q2 2025 and has held it in 4 quarters since.
  • Caitong International Asset Management's Live Oak Bancshares position peaked at $3.52K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.