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Centaurus Financial’s Live Oak Bancshares LOB Stock Holding History

Centaurus Financial’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 		$110K Hold
3,335
– – 0.01% 995
2025
Q4 		$115K Hold
3,335
– – 0.01% 981
2025
Q3 		$117K Sell
3,335
-7,305
-69% -$252K 0.01% 971
2025
Q2 		$317K Sell
10,640
-70
-0.7% -$1.89K 0.02% 600
2025
Q1 		$286K Buy
10,710
+80
+0.8% +$2.66K 0.02% 588
2024
Q4 		$420K Sell
10,630
-800
-7% -$36K 0.03% 488
2024
Q3 		$541K Sell
11,430
-23
-0.2% -$962 0.03% 397
2024
Q2 		$402K Buy
11,453
+3,788
+49% +$134K 0.03% 433
2024
Q1 		$318K Hold
7,665
– – 0.02% 483
2023
Q4 		$349K Hold
7,665
– – 0.03% 435
2023
Q3 		$222K Hold
7,665
– – 0.02% 542
2023
Q2 		$202K Sell
7,665
-375
-5% -$8.83K 0.02% 580
2023
Q1 		$196K Buy
8,040
+1,450
+22% +$45.5K 0.02% 666
2022
Q4 		$199K Buy
6,590
+200
+3% +$6.38K 0.02% 609
2022
Q3 		$196K Buy
6,390
+100
+2% +$3.59K 0.02% 631
2022
Q2 		$213K Hold
6,290
– – 0.02% 593
2022
Q1 		$320K Buy
6,290
+175
+3% +$11.2K 0.03% 532
2021
Q4 		$534K Hold
6,115
– – 0.04% 418
2021
Q3 		$389K Sell
6,115
-1,050
-15% -$62.2K 0.03% 483
2021
Q2 		$423K Sell
7,165
-155
-2% -$9.72K 0.04% 471
2021
Q1 		$501K Sell
7,320
-1,585
-18% -$83.2K 0.05% 362
2020
Q4 		$423K Sell
8,905
-370
-4% -$14.8K 0.04% 396
2020
Q3 		$235K Sell
9,275
-400
-4% -$7.79K 0.03% 422
2020
Q2 		$140K Sell
9,675
-200
-2% -$2.71K 0.02% 513
2020
Q1 		$123K Sell
9,875
-3,400
-26% -$53.8K 0.02% 439
2019
Q4 		$252K Sell
13,275
-5,045
-28% -$93.3K 0.04% 404
2019
Q3 		$332K Buy
18,320
+7,820
+74% +$141K 0.05% 328
2019
Q2 		$180K Buy
+10,500
New +$172K 0.03% 449

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

Centaurus Financial's LOB Position: Q1 2026 in Review

Centaurus Financial held its Live Oak Bancshares (LOB) position steady in Q1 2026 at 3,335 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #995.

Centaurus Financial first reported a position in LOB in Q2 2019 and has held it in 28 quarters since. The position peaked at $541K in Q3 2024. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Centaurus Financial held 3,335 shares of Live Oak Bancshares worth $110K as of Q1 2026.
  • Centaurus Financial left its Live Oak Bancshares share count unchanged in Q1 2026.
  • Live Oak Bancshares made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #995 holding.
  • Centaurus Financial first reported a position in Live Oak Bancshares in Q2 2019 and has held it in 28 quarters since.
  • Centaurus Financial's Live Oak Bancshares position peaked at $541K in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.