Citadel Advisors
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Citadel Advisors’s Live Oak Bancshares LOB Stock Holding History

Citadel Advisors’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 		$238K Sell
7,200
-1,600
-18% -$59K ﹤0.01% 11033
2025
Q4 		$302K Buy
+8,800
New +$295K ﹤0.01% 10137
2025
Q2 		– Sell
-2,600
Closed -$69.3K – 13967
2025
Q1 		$69.3K Buy
2,600
+1,300
+100% +$43.2K ﹤0.01% 11926
2024
Q4 		$51.4K Sell
1,300
-10,800
-89% -$486K ﹤0.01% 12366
2024
Q3 		$573K Buy
12,100
+9,400
+348% +$393K ﹤0.01% 7972
2024
Q2 		$94.7K Sell
2,700
-6,500
-71% -$230K ﹤0.01% 10995
2024
Q1 		$382K Sell
9,200
-1,100
-11% -$43.8K ﹤0.01% 8950
2023
Q4 		$469K Buy
10,300
+900
+10% +$30.2K ﹤0.01% 8256
2023
Q3 		$272K Buy
9,400
+6,600
+236% +$212K ﹤0.01% 9339
2023
Q2 		$73.7K Sell
2,800
-3,700
-57% -$87.1K ﹤0.01% 11332
2023
Q1 		$158K Sell
6,500
-4,800
-42% -$151K ﹤0.01% 10551
2022
Q4 		$341K Buy
11,300
+3,900
+53% +$125K ﹤0.01% 9035
2022
Q3 		$226K Buy
+7,400
New +$265K ﹤0.01% 10155
2022
Q2 		– Sell
-27,000
Closed -$1.37M – 13581
2022
Q1 		$1.37M Sell
27,000
-16,400
-38% -$1.05M ﹤0.01% 6932
2021
Q4 		$3.79M Sell
43,400
-56,000
-56% -$4.66M ﹤0.01% 4863
2021
Q3 		$6.33M Buy
99,400
+13,800
+16% +$818K ﹤0.01% 3871
2021
Q2 		$5.05M Buy
85,600
+38,800
+83% +$2.43M ﹤0.01% 4409
2021
Q1 		$3.21M Sell
46,800
-18,200
-28% -$955K ﹤0.01% 5275
2020
Q4 		$3.08M Buy
65,000
+9,100
+16% +$365K ﹤0.01% 4546
2020
Q3 		$1.42M Buy
55,900
+39,800
+247% +$775K ﹤0.01% 5382
2020
Q2 		$234K Buy
+16,100
New +$218K ﹤0.01% 8300

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

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.