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LOB icon

Covestor’s Live Oak Bancshares LOB Stock Holding History

Covestor’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 		$1K Buy
17
+12
+240% +$449 ﹤0.01% 2224
2026
Q1 		$0 Sell
5
-14
-74% -$516 ﹤0.01% 2555
2025
Q4 		$1K Sell
19
-17
-47% -$569 ﹤0.01% 2105
2025
Q3 		$1K Sell
36
-15
-29% -$517 ﹤0.01% 2121
2025
Q2 		$2K Buy
51
+48
+1,600% +$1.29K ﹤0.01% 1858
2025
Q1 		$0 Hold
3
– – ﹤0.01% 2499
2024
Q4 		$0 Hold
3
– – ﹤0.01% 2509
2024
Q3 		$0 Sell
3
-1
-25% -$42 ﹤0.01% 2498
2024
Q2 		$0 Buy
4
+1
+33% +$35 ﹤0.01% 2516
2024
Q1 		$0 Hold
3
– – ﹤0.01% 2515
2023
Q4 		$0 Sell
3
-5
-63% -$168 ﹤0.01% 2451
2023
Q3 		$0 Sell
8
-29
-78% -$932 ﹤0.01% 2435
2023
Q2 		$1K Buy
37
+22
+147% +$518 ﹤0.01% 1971
2023
Q1 		$0 Buy
15
+3
+25% +$94 ﹤0.01% 2334
2022
Q4 		$0 Buy
12
+6
+100% +$192 ﹤0.01% 2359
2022
Q3 		$0 Buy
6
+1
+20% +$36 ﹤0.01% 2325
2022
Q2 		$0 Sell
5
-7
-58% -$289 ﹤0.01% 2161
2022
Q1 		$1K Buy
12
+2
+20% +$128 ﹤0.01% 1878
2021
Q4 		$1K Buy
+10
New +$833 ﹤0.01% 1822

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

Covestor's LOB Position: Q2 2026 in Review

Covestor increased its Live Oak Bancshares (LOB) stake by 240% in Q2 2026, buying an estimated $449 and bringing the position to 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Covestor first reported a position in LOB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2K in Q2 2025. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Covestor held 17 shares of Live Oak Bancshares worth $1K as of Q2 2026.
  • Covestor bought 12 Live Oak Bancshares shares in Q2 2026, an estimated $449.
  • Live Oak Bancshares made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2224 holding.
  • Covestor first reported a position in Live Oak Bancshares in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Live Oak Bancshares position peaked at $2K in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.