Federated Hermes
LOB icon

Federated Hermes’s Live Oak Bancshares LOB Stock Holding History

Federated Hermes’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 		$2.01M Buy
49,141
+9,626
+24% +$360K ﹤0.01% 1014
2026
Q1 		$1.31M Buy
39,515
+998
+3% +$36.8K ﹤0.01% 1054
2025
Q4 		$1.32M Buy
38,517
+468
+1% +$15.7K ﹤0.01% 1052
2025
Q3 		$1.34M Sell
38,049
-18
-0% -$620 ﹤0.01% 1061
2025
Q2 		$1.13M Sell
38,067
-13
-0% -$351 ﹤0.01% 1102
2025
Q1 		$1.02M Sell
38,080
-1,851
-5% -$61.5K ﹤0.01% 1100
2024
Q4 		$1.58M Buy
39,931
+1,093
+3% +$49.2K ﹤0.01% 982
2024
Q3 		$1.84M Sell
38,838
-565
-1% -$23.6K ﹤0.01% 951
2024
Q2 		$1.38M Sell
39,403
-7,199
-15% -$255K ﹤0.01% 1008
2024
Q1 		$1.93M Sell
46,602
-27,488
-37% -$1.09M ﹤0.01% 943
2023
Q4 		$3.37M Sell
74,090
-141,787
-66% -$4.76M 0.01% 816
2023
Q3 		$6.25M Sell
215,877
-20,220
-9% -$650K 0.02% 645
2023
Q2 		$6.21M Sell
236,097
-668,033
-74% -$15.7M 0.02% 649
2023
Q1 		$22M Sell
904,130
-228,034
-20% -$7.15M 0.06% 364
2022
Q4 		$34.2M Buy
1,132,164
+699,643
+162% +$22.3M 0.09% 272
2022
Q3 		$13.2M Buy
432,521
+375,645
+660% +$13.5M 0.04% 464
2022
Q2 		$1.93M Buy
+56,876
New +$2.35M 0.01% 938
2021
Q2 		– Sell
-137,105
Closed -$9.39M – 2274
2021
Q1 		$9.39M Sell
137,105
-42,675
-24% -$2.24M 0.02% 684
2020
Q4 		$8.53M Buy
179,780
+178,664
+16,009% +$7.16M 0.02% 686
2020
Q3 		$28K Buy
+1,116
New +$21.7K ﹤0.01% 1855
2018
Q2 		– Sell
-778
Closed -$22K – 2248
2018
Q1 		$22K Buy
+778
New +$20.6K ﹤0.01% 1749

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

Federated Hermes's LOB Position: Q2 2026 in Review

Federated Hermes increased its Live Oak Bancshares (LOB) stake by 24% in Q2 2026, buying an estimated $360K and bringing the position to 49,141 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Federated Hermes first reported a position in LOB in Q1 2018 and has held it in 21 quarters since. The position peaked at $34.2M in Q4 2022. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Federated Hermes held 49,141 shares of Live Oak Bancshares worth $2.01M as of Q2 2026.
  • Federated Hermes bought 9,626 Live Oak Bancshares shares in Q2 2026, an estimated $360K.
  • Live Oak Bancshares made up ﹤0.01% of Federated Hermes's portfolio in Q2 2026, its #1014 holding.
  • Federated Hermes first reported a position in Live Oak Bancshares in Q1 2018 and has held it in 21 quarters since.
  • Federated Hermes's Live Oak Bancshares position peaked at $34.2M in Q4 2022.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.