Engineers Gate Manager’s Live Oak Bancshares LOB Stock Holding History

Engineers Gate Manager’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	$621K	Buy	15,215 +3,180	+26%	+$119K	0.01%	1367
2026 Q1	$398K	Sell	12,035 -20,126	-63%	-$742K	0.01%	1533
2025 Q4	$1.1M	Buy	32,161 +11,804	+58%	+$395K	0.01%	983
2025 Q3	$717K	Buy	+20,357	New	+$701K	0.01%	1331
2025 Q2	–	Sell	-13,582	Closed	-$362K	–	2379
2025 Q1	$362K	Buy	+13,582	New	+$451K	0.01%	1602
2023 Q3	–	Sell	-9,588	Closed	-$252K	–	1959
2023 Q2	$252K	Sell	9,588 -3,095	-24%	-$72.8K	0.01%	1377
2023 Q1	$309K	Buy	+12,683	New	+$398K	0.01%	1228
2022 Q4	–	Sell	-8,052	Closed	-$246K	–	1879
2022 Q3	$246K	Sell	8,052 -3,520	-30%	-$126K	0.02%	1216
2022 Q2	$392K	Sell	11,572 -1,958	-14%	-$80.9K	0.01%	1245
2022 Q1	$689K	Buy	13,530 +9,648	+249%	+$617K	0.03%	890
2021 Q4	$339K	Buy	+3,882	New	+$323K	0.02%	1315
2018 Q3	–	Sell	-15,017	Closed	-$460K	–	1055
2018 Q2	$460K	Buy	+15,017	New	+$440K	0.04%	560

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 Capital Management Malvern, Pennsylvania $4.68T AUM

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

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 Malvern, Pennsylvania $2.22T AUM

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

Engineers Gate Manager's LOB Position: Q2 2026 in Review

Engineers Gate Manager increased its Live Oak Bancshares (LOB) stake by 26% in Q2 2026, buying an estimated $119K and bringing the position to 15,215 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #1367.

Engineers Gate Manager first reported a position in LOB in Q2 2018 and has held it in 12 quarters since. The position peaked at $1.1M in Q4 2025. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Engineers Gate Manager held 15,215 shares of Live Oak Bancshares worth $621K as of Q2 2026.
Engineers Gate Manager bought 3,180 Live Oak Bancshares shares in Q2 2026, an estimated $119K.
Live Oak Bancshares made up 0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1367 holding.
Engineers Gate Manager first reported a position in Live Oak Bancshares in Q2 2018 and has held it in 12 quarters since.
Engineers Gate Manager's Live Oak Bancshares position peaked at $1.1M in Q4 2025.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.