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Empowered Funds’s Live Oak Bancshares LOB Stock Holding History

Empowered Funds’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 		$3.64M Buy
89,193
+5
+0% +$187 0.02% 864
2026
Q1 		$2.95M Buy
89,188
+3,038
+4% +$112K 0.02% 889
2025
Q4 		$2.96M Buy
86,150
+167
+0.2% +$5.59K 0.05% 386
2025
Q3 		$3.03M Buy
85,983
+20,286
+31% +$699K 0.03% 700
2025
Q2 		$1.96M Sell
65,697
-234
-0.4% -$6.31K 0.02% 829
2025
Q1 		$1.76M Buy
+65,931
New +$2.19M 0.03% 805

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

Empowered Funds's LOB Position: Q2 2026 in Review

Empowered Funds increased its Live Oak Bancshares (LOB) stake by 0.01% in Q2 2026, buying an estimated $187 and bringing the position to 89,193 shares worth $3.64M. The position accounts for 0.02% of the portfolio, ranked #864.

Empowered Funds first reported a position in LOB in Q1 2025 and has held it in 6 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Empowered Funds held 89,193 shares of Live Oak Bancshares worth $3.64M as of Q2 2026.
  • Empowered Funds bought 5 Live Oak Bancshares shares in Q2 2026, an estimated $187.
  • Live Oak Bancshares made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #864 holding.
  • Empowered Funds first reported a position in Live Oak Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.