Capital International Investors
LOB icon

Capital International Investors’s Live Oak Bancshares LOB Stock Holding History

Capital International Investors’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
Q1 		– Sell
-2,041,706
Closed -$80.7M – 457
2024
Q4 		$80.7M Buy
2,041,706
+880,530
+76% +$39.6M 0.02% 310
2024
Q3 		$55M Buy
1,161,176
+443,056
+62% +$18.5M 0.01% 318
2024
Q2 		$25.2M Buy
718,120
+269,354
+60% +$9.54M 0.01% 368
2024
Q1 		$18.6M Buy
+448,766
New +$17.9M ﹤0.01% 381
2022
Q2 		– Sell
-400,900
Closed -$20.4M – 449
2022
Q1 		$20.4M Hold
400,900
– – ﹤0.01% 406
2021
Q4 		$35M Buy
+400,900
New +$33.4M 0.01% 375

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
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital International Investors's LOB Position: Q1 2025 in Review

Capital International Investors sold out of Live Oak Bancshares (LOB) in Q1 2025, closing a stake of 2,041,706 shares — an estimated $80.7M sold.

Capital International Investors first reported a position in LOB in Q4 2021 and held it in 6 quarters. The position peaked at $80.7M in Q4 2024. 223 funds tracked by Wall St. Rank hold LOB as of Q1 2025.

  • Capital International Investors reported no remaining Live Oak Bancshares position as of Q1 2025 after selling out during the quarter.
  • Capital International Investors sold 2,041,706 Live Oak Bancshares shares in Q1 2025, an estimated $80.7M.
  • Capital International Investors first reported a position in Live Oak Bancshares in Q4 2021 and held it in 6 quarters.
  • Capital International Investors's Live Oak Bancshares position peaked at $80.7M in Q4 2024.
  • 223 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2025.

Based on Capital International Investors's 13F filing for Q1 2025, filed 12 May 2025.