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Dmitry Balyasny’s Live Oak Bancshares LOB Stock Holding History

Dmitry Balyasny’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 		$1.14M Buy
27,935
+9,406
+51% +$352K ﹤0.01% 2134
2026
Q1 		$613K Sell
18,529
-10,686
-37% -$394K ﹤0.01% 2271
2025
Q4 		$1M Buy
29,215
+5,013
+21% +$168K ﹤0.01% 2196
2025
Q3 		$852K Buy
+24,202
New +$834K ﹤0.01% 2181
2025
Q2 		– Sell
-369,070
Closed -$9.84M – 3127
2025
Q1 		$9.84M Buy
369,070
+353,105
+2,212% +$11.7M 0.02% 923
2024
Q4 		$631K Buy
15,965
+8,726
+121% +$393K ﹤0.01% 2113
2024
Q3 		$343K Buy
+7,239
New +$303K ﹤0.01% 2419
2023
Q4 		– Sell
-22,870
Closed -$662K – 2712
2023
Q3 		$662K Sell
22,870
-6,355
-22% -$204K ﹤0.01% 1671
2023
Q2 		$769K Sell
29,225
-15,529
-35% -$366K ﹤0.01% 1723
2023
Q1 		$1.09M Buy
+44,754
New +$1.4M ﹤0.01% 1710
2022
Q2 		– Sell
-20,576
Closed -$1.05M – 2975
2022
Q1 		$1.05M Buy
20,576
+17,651
+603% +$1.13M ﹤0.01% 1611
2021
Q4 		$255K Sell
2,925
-3,229
-52% -$269K ﹤0.01% 1779
2021
Q3 		$392K Buy
+6,154
New +$365K ﹤0.01% 1531
2020
Q2 		– Sell
-16,745
Closed -$209K – 1337
2020
Q1 		$209K Buy
+16,745
New +$265K ﹤0.01% 1045

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

Dmitry Balyasny's LOB Position: Q2 2026 in Review

Dmitry Balyasny increased its Live Oak Bancshares (LOB) stake by 51% in Q2 2026, buying an estimated $352K and bringing the position to 27,935 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Dmitry Balyasny first reported a position in LOB in Q1 2020 and has held it in 14 quarters since. The position peaked at $9.84M in Q1 2025. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Dmitry Balyasny held 27,935 shares of Live Oak Bancshares worth $1.14M as of Q2 2026.
  • Dmitry Balyasny bought 9,406 Live Oak Bancshares shares in Q2 2026, an estimated $352K.
  • Live Oak Bancshares made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2134 holding.
  • Dmitry Balyasny first reported a position in Live Oak Bancshares in Q1 2020 and has held it in 14 quarters since.
  • Dmitry Balyasny's Live Oak Bancshares position peaked at $9.84M in Q1 2025.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

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