Equitable Trust’s Live Oak Bancshares LOB Stock Holding History

Equitable Trust’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	–	Sell	-14,722	Closed	-$487K	–	489
2026 Q1	$487K	Buy	+14,722	New	+$542K	0.02%	328

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

Equitable Trust's LOB Position: Q2 2026 in Review

Equitable Trust sold out of Live Oak Bancshares (LOB) in Q2 2026, closing a stake of 14,722 shares — an estimated $487K sold.

Equitable Trust first reported a position in LOB in Q1 2026 and held it in 1 quarter. The position peaked at $487K in Q1 2026. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Equitable Trust reported no remaining Live Oak Bancshares position as of Q2 2026 after selling out during the quarter.
Equitable Trust sold 14,722 Live Oak Bancshares shares in Q2 2026, an estimated $487K.
Equitable Trust first reported a position in Live Oak Bancshares in Q1 2026 and held it in 1 quarter.
Equitable Trust's Live Oak Bancshares position peaked at $487K in Q1 2026.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.