Citadel Advisors’s Live Oak Bancshares LOB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.17M Sell
95,860
-114,324
-54% -$4.21M ﹤0.01% 5156
2025
Q4
$7.22M Buy
210,184
+49,053
+30% +$1.64M ﹤0.01% 3712
2025
Q3
$5.68M Sell
161,131
-95,100
-37% -$3.28M ﹤0.01% 4135
2025
Q2
$7.64M Sell
256,231
-55,510
-18% -$1.5M ﹤0.01% 3422
2025
Q1
$8.31M Buy
311,741
+217,409
+230% +$7.23M ﹤0.01% 3101
2024
Q4
$3.73M Sell
94,332
-381,538
-80% -$17.2M ﹤0.01% 4458
2024
Q3
$22.5M Buy
475,870
+284,918
+149% +$11.9M ﹤0.01% 1921
2024
Q2
$6.69M Buy
190,952
+182,513
+2,163% +$6.46M ﹤0.01% 3318
2024
Q1
$350K Sell
8,439
-29,282
-78% -$1.17M ﹤0.01% 9143
2023
Q4
$1.72M Sell
37,721
-55,588
-60% -$1.87M ﹤0.01% 5644
2023
Q3
$2.7M Buy
93,309
+48,218
+107% +$1.55M ﹤0.01% 4681
2023
Q2
$1.19M Buy
45,091
+15,774
+54% +$371K ﹤0.01% 6106
2023
Q1
$714K Sell
29,317
-203,257
-87% -$6.38M ﹤0.01% 7514
2022
Q4
$7.02M Buy
232,574
+64,224
+38% +$2.05M ﹤0.01% 3325
2022
Q3
$5.15M Buy
168,350
+18,462
+12% +$662K ﹤0.01% 3809
2022
Q2
$5.08M Buy
149,888
+76,318
+104% +$3.15M ﹤0.01% 3760
2022
Q1
$3.74M Buy
73,570
+41,946
+133% +$2.68M ﹤0.01% 4733
2021
Q4
$2.76M Buy
+31,624
New +$2.63M ﹤0.01% 5500
2021
Q1
Sell
-115,210
Closed -$6.04M 13505
2020
Q4
$5.47M Buy
115,210
+103,882
+917% +$4.16M ﹤0.01% 3534
2020
Q3
$287K Sell
11,328
-26,730
-70% -$521K ﹤0.01% 8213
2020
Q2
$552K Sell
38,058
-49,624
-57% -$673K ﹤0.01% 6898
2020
Q1
$1.09M Sell
87,682
-53,588
-38% -$848K ﹤0.01% 5176
2019
Q4
$2.69M Sell
141,270
-37,375
-21% -$691K ﹤0.01% 3955
2019
Q3
$3.23M Buy
178,645
+108,851
+156% +$1.96M ﹤0.01% 3732
2019
Q2
$1.2M Sell
69,794
-15,405
-18% -$253K ﹤0.01% 5406
2019
Q1
$1.25M Sell
85,199
-85,006
-50% -$1.31M ﹤0.01% 5211
2018
Q4
$2.52M Buy
170,205
+88,602
+109% +$1.71M ﹤0.01% 3792
2018
Q3
$2.19M Buy
+81,603
New +$2.44M ﹤0.01% 4253
2018
Q1
Sell
-13,536
Closed -$323K 8555
2017
Q4
$323K Buy
+13,536
New +$327K ﹤0.01% 6343
2017
Q3
Sell
-14,609
Closed -$354K 7799
2017
Q2
$354K Buy
+14,609
New +$349K ﹤0.01% 5631
2016
Q4
Sell
-78,639
Closed -$1.13M 7590
2016
Q3
$1.13M Buy
+78,639
New +$1.1M ﹤0.01% 3672

Other funds holding LOB

Citadel Advisors's LOB Position: Q1 2026 in Review

Citadel Advisors reduced its Live Oak Bancshares (LOB) stake by 54% in Q1 2026, selling an estimated $4.21M and leaving 95,860 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #5156.

Citadel Advisors first reported a position in LOB in Q3 2016 and has held it in 31 quarters since. The position peaked at $22.5M in Q3 2024. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Citadel Advisors held 95,860 shares of Live Oak Bancshares worth $3.17M as of Q1 2026.
  • Citadel Advisors sold 114,324 Live Oak Bancshares shares in Q1 2026, an estimated $4.21M.
  • Live Oak Bancshares made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #5156 holding.
  • Citadel Advisors first reported a position in Live Oak Bancshares in Q3 2016 and has held it in 31 quarters since.
  • Citadel Advisors's Live Oak Bancshares position peaked at $22.5M in Q3 2024.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.