CA
LOB icon

CoreCap Advisors’s Live Oak Bancshares LOB Stock Holding History

CoreCap 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
Q2 		$15.6K Buy
382
+129
+51% +$4.82K ﹤0.01% 1900
2026
Q1 		$8.37K Buy
253
+137
+118% +$5.05K ﹤0.01% 2010
2025
Q4 		$3.98K Buy
+116
New +$3.88K ﹤0.01% 2285
2025
Q2 		– Sell
-16
Closed -$427 – 3034
2025
Q1 		$427 Buy
+16
New +$532 ﹤0.01% 2742
2022
Q1 		– Sell
-36
Closed -$3K – 1403
2021
Q4 		$3K Buy
+36
New +$3K ﹤0.01% 1882

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

CoreCap Advisors's LOB Position: Q2 2026 in Review

CoreCap Advisors increased its Live Oak Bancshares (LOB) stake by 51% in Q2 2026, buying an estimated $4.82K and bringing the position to 382 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

CoreCap Advisors first reported a position in LOB in Q4 2021 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • CoreCap Advisors held 382 shares of Live Oak Bancshares worth $15.6K as of Q2 2026.
  • CoreCap Advisors bought 129 Live Oak Bancshares shares in Q2 2026, an estimated $4.82K.
  • Live Oak Bancshares made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1900 holding.
  • CoreCap Advisors first reported a position in Live Oak Bancshares in Q4 2021 and has held it in 5 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.