Dynamic Technology Lab’s Live Oak Bancshares LOB Stock Holding History

Dynamic Technology Lab’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 Q4	–	Sell	-17,980	Closed	-$633K	–	947
2025 Q3	$633K	Buy	17,980 +5,960	+50%	+$205K	0.11%	324
2025 Q2	$358K	Buy	+12,020	New	+$324K	0.05%	631
2022 Q2	–	Sell	-19,660	Closed	-$1M	–	1354
2022 Q1	$1M	Buy	+19,660	New	+$1.26M	0.12%	278
2021 Q1	–	Sell	-14,677	Closed	-$697K	–	1365
2020 Q4	$697K	Buy	+14,677	New	+$588K	0.11%	314
2020 Q3	–	Sell	-15,403	Closed	-$223K	–	1186
2020 Q2	$223K	Buy	+15,403	New	+$209K	0.03%	774

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Dynamic Technology Lab's LOB Position: Q4 2025 in Review

Dynamic Technology Lab sold out of Live Oak Bancshares (LOB) in Q4 2025, closing a stake of 17,980 shares — an estimated $633K sold.

Dynamic Technology Lab first reported a position in LOB in Q2 2020 and held it in 5 quarters. The position peaked at $1M in Q1 2022. 229 funds tracked by Wall St. Rank hold LOB as of Q4 2025.

Dynamic Technology Lab reported no remaining Live Oak Bancshares position as of Q4 2025 after selling out during the quarter.
Dynamic Technology Lab sold 17,980 Live Oak Bancshares shares in Q4 2025, an estimated $633K.
Dynamic Technology Lab first reported a position in Live Oak Bancshares in Q2 2020 and held it in 5 quarters.
Dynamic Technology Lab's Live Oak Bancshares position peaked at $1M in Q1 2022.
229 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2025.

Based on Dynamic Technology Lab's 13F filing for Q4 2025, filed 13 Feb 2026.