Envestnet Asset Management
LOB icon

Envestnet Asset Management’s Live Oak Bancshares LOB Stock Holding History

Envestnet Asset Management’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 		$9.68M Sell
237,127
-2,197
-0.9% -$82.1K ﹤0.01% 1984
2026
Q1 		$7.91M Buy
239,324
+21,824
+10% +$804K ﹤0.01% 1986
2025
Q4 		$7.47M Buy
217,500
+11,567
+6% +$387K ﹤0.01% 1900
2025
Q3 		$7.25M Buy
205,933
+24,664
+14% +$850K ﹤0.01% 1979
2025
Q2 		$5.4M Buy
181,269
+36,152
+25% +$975K ﹤0.01% 2147
2025
Q1 		$3.87M Buy
145,117
+20,430
+16% +$679K ﹤0.01% 2308
2024
Q4 		$4.93M Buy
124,687
+48,699
+64% +$2.19M ﹤0.01% 2107
2024
Q3 		$3.6M Buy
75,988
+9,858
+15% +$412K ﹤0.01% 2313
2024
Q2 		$2.32M Buy
66,130
+53,700
+432% +$1.9M ﹤0.01% 2504
2024
Q1 		$516K Buy
12,430
+1,425
+13% +$56.7K ﹤0.01% 3420
2023
Q4 		$501K Buy
11,005
+1,417
+15% +$47.6K ﹤0.01% 3324
2023
Q3 		$278K Buy
+9,588
New +$308K ﹤0.01% 3566
2022
Q2 		– Sell
-4,177
Closed -$213K – 4001
2022
Q1 		$213K Buy
+4,177
New +$267K ﹤0.01% 3653
2018
Q3 		– Sell
-37
Closed -$1K – 2015
2018
Q2 		$1K Hold
37
– – ﹤0.01% 2811
2018
Q1 		$1K Hold
37
– – ﹤0.01% 2785
2017
Q4 		$1K Buy
+37
New +$894 ﹤0.01% 2913
2017
Q3 		– Sell
-37
Closed -$1K – 2982
2017
Q2 		$1K Hold
37
– – ﹤0.01% 2996
2017
Q1 		$1K Hold
37
– – ﹤0.01% 3058
2016
Q4 		$1K Buy
+37
New +$614 ﹤0.01% 3040

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

Envestnet Asset Management's LOB Position: Q2 2026 in Review

Envestnet Asset Management reduced its Live Oak Bancshares (LOB) stake by 0.92% in Q2 2026, selling an estimated $82.1K and leaving 237,127 shares worth $9.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1984.

Envestnet Asset Management first reported a position in LOB in Q4 2016 and has held it in 19 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Envestnet Asset Management held 237,127 shares of Live Oak Bancshares worth $9.68M as of Q2 2026.
  • Envestnet Asset Management sold 2,197 Live Oak Bancshares shares in Q2 2026, an estimated $82.1K.
  • Live Oak Bancshares made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1984 holding.
  • Envestnet Asset Management first reported a position in Live Oak Bancshares in Q4 2016 and has held it in 19 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.