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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return