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
2025
Q2 		– Sell
-5,600
Closed -$149K – 13968
2025
Q1 		$149K Sell
5,600
-2,200
-28% -$73.1K ﹤0.01% 10882
2024
Q4 		$308K Buy
7,800
+5,600
+255% +$252K ﹤0.01% 9598
2024
Q3 		$104K Sell
2,200
-6,000
-73% -$251K ﹤0.01% 11060
2024
Q2 		$287K Sell
8,200
-400
-5% -$14.2K ﹤0.01% 9231
2024
Q1 		$357K Buy
8,600
+5,100
+146% +$203K ﹤0.01% 9101
2023
Q4 		$159K Buy
3,500
+1,200
+52% +$40.3K ﹤0.01% 10292
2023
Q3 		$66.6K Sell
2,300
-7,700
-77% -$248K ﹤0.01% 11390
2023
Q2 		$263K Buy
10,000
+1,600
+19% +$37.7K ﹤0.01% 9320
2023
Q1 		$205K Sell
8,400
-1,600
-16% -$50.2K ﹤0.01% 10145
2022
Q4 		$302K Sell
10,000
-1,500
-13% -$47.9K ﹤0.01% 9310
2022
Q3 		$352K Sell
11,500
-18,200
-61% -$653K ﹤0.01% 9222
2022
Q2 		$1.01M Sell
29,700
-2,000
-6% -$82.7K ﹤0.01% 6996
2022
Q1 		$1.61M Buy
31,700
+20,400
+181% +$1.31M ﹤0.01% 6569
2021
Q4 		$986K Sell
11,300
-22,600
-67% -$1.88M ﹤0.01% 7993
2021
Q3 		$2.16M Sell
33,900
-15,800
-32% -$937K ﹤0.01% 6157
2021
Q2 		$2.93M Buy
49,700
+33,600
+209% +$2.11M ﹤0.01% 5666
2021
Q1 		$1.1M Buy
16,100
+4,000
+33% +$210K ﹤0.01% 7872
2020
Q4 		$574K Sell
12,100
-23,900
-66% -$958K ﹤0.01% 7892
2020
Q3 		$912K Buy
+36,000
New +$701K ﹤0.01% 6204

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 $3.37T AUM 44.26% 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

Citadel Advisors's LOB Position: Q2 2026 in Review

Citadel Advisors increased its Live Oak Bancshares (LOB) stake by 4.4% in Q2 2026, buying an estimated $157K and bringing the position to 100,071 shares worth $4.09M. The position accounts for ﹤0.01% of the portfolio, ranked #5089.

Citadel Advisors first reported a position in LOB in Q3 2016 and has held it in 32 quarters since. The position peaked at $22.5M in Q3 2024. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Citadel Advisors held 100,071 shares of Live Oak Bancshares worth $4.09M as of Q2 2026.
  • Citadel Advisors bought 4,211 Live Oak Bancshares shares in Q2 2026, an estimated $157K.
  • Live Oak Bancshares made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #5089 holding.
  • Citadel Advisors first reported a position in Live Oak Bancshares in Q3 2016 and has held it in 32 quarters since.
  • Citadel Advisors's Live Oak Bancshares position peaked at $22.5M in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.