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Cliff Asness’s Live Oak Bancshares LOB Stock Holding History

Cliff Asness’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
Q2 		$5.67M Buy
138,955
+38,340
+38% +$1.43M ﹤0.01% 1917
2026
Q1 		$3.33M Sell
100,615
-1,786
-2% -$65.8K ﹤0.01% 2013
2025
Q4 		$3.52M Buy
102,401
+8,122
+9% +$272K ﹤0.01% 1785
2025
Q3 		$3.32M Buy
94,279
+33,199
+54% +$1.14M ﹤0.01% 1683
2025
Q2 		$1.82M Buy
61,080
+51,590
+544% +$1.39M ﹤0.01% 1834
2025
Q1 		$253K Sell
9,490
-3,280
-26% -$109K ﹤0.01% 2768
2024
Q4 		$505K Buy
+12,770
New +$575K ﹤0.01% 2247
2022
Q2 		– Sell
-7,215
Closed -$367K – 2245
2022
Q1 		$367K Sell
7,215
-687
-9% -$44K ﹤0.01% 1915
2021
Q4 		$690K Sell
7,902
-2,978
-27% -$248K ﹤0.01% 1717
2021
Q3 		$692K Buy
10,880
+1,352
+14% +$80.1K ﹤0.01% 1733
2021
Q2 		$562K Buy
9,528
+2,661
+39% +$167K ﹤0.01% 1848
2021
Q1 		$470K Buy
6,867
+160
+2% +$8.39K ﹤0.01% 1855
2020
Q4 		$318K Buy
+6,707
New +$269K ﹤0.01% 1949
2019
Q2 		– Sell
-20,495
Closed -$299K – 2132
2019
Q1 		$299K Sell
20,495
-650
-3% -$9.99K ﹤0.01% 1976
2018
Q4 		$313K Buy
21,145
+3,082
+17% +$59.4K ﹤0.01% 1954
2018
Q3 		$484K Buy
18,063
+9,338
+107% +$280K ﹤0.01% 1967
2018
Q2 		$267K Buy
8,725
+741
+9% +$21.7K ﹤0.01% 2156
2018
Q1 		$222K Buy
+7,984
New +$211K ﹤0.01% 2113

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

Cliff Asness's LOB Position: Q2 2026 in Review

Cliff Asness increased its Live Oak Bancshares (LOB) stake by 38% in Q2 2026, buying an estimated $1.43M and bringing the position to 138,955 shares worth $5.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Cliff Asness first reported a position in LOB in Q1 2018 and has held it in 18 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Cliff Asness held 138,955 shares of Live Oak Bancshares worth $5.67M as of Q2 2026.
  • Cliff Asness bought 38,340 Live Oak Bancshares shares in Q2 2026, an estimated $1.43M.
  • Live Oak Bancshares made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1917 holding.
  • Cliff Asness first reported a position in Live Oak Bancshares in Q1 2018 and has held it in 18 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.