Fidelity Investments
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Fidelity Investments’s Live Oak Bancshares LOB Stock Holding History

Fidelity Investments’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 		$3.49M Buy
85,379
+55,650
+187% +$2.08M ﹤0.01% 2564
2026
Q1 		$983K Sell
29,729
-25,037
-46% -$922K ﹤0.01% 2885
2025
Q4 		$1.88M Buy
54,766
+1,892
+4% +$63.3K ﹤0.01% 2641
2025
Q3 		$1.86M Buy
52,874
+31,210
+144% +$1.08M ﹤0.01% 2568
2025
Q2 		$646K Buy
21,664
+17,084
+373% +$461K ﹤0.01% 2879
2025
Q1 		$122K Buy
4,580
+342
+8% +$11.4K ﹤0.01% 3468
2024
Q4 		$168K Sell
4,238
-126
-3% -$5.67K ﹤0.01% 3341
2024
Q3 		$207K Buy
4,364
+568
+15% +$23.8K ﹤0.01% 3182
2024
Q2 		$133K Sell
3,796
-72
-2% -$2.55K ﹤0.01% 3191
2024
Q1 		$161K Buy
3,868
+306
+9% +$12.2K ﹤0.01% 3105
2023
Q4 		$162K Buy
3,562
+189
+6% +$6.34K ﹤0.01% 3024
2023
Q3 		$97.6K Buy
3,373
+227
+7% +$7.3K ﹤0.01% 3105
2023
Q2 		$82.8K Buy
3,146
+633
+25% +$14.9K ﹤0.01% 3233
2023
Q1 		$61.2K Sell
2,513
-323
-11% -$10.1K ﹤0.01% 3370
2022
Q4 		$85.7K Buy
2,836
+43
+2% +$1.37K ﹤0.01% 3266
2022
Q3 		$85K Buy
2,793
+13
+0.5% +$466 ﹤0.01% 3307
2022
Q2 		$94K Buy
2,780
+88
+3% +$3.64K ﹤0.01% 3353
2022
Q1 		$137K Sell
2,692
-49,049
-95% -$3.14M ﹤0.01% 3349
2021
Q4 		$4.52M Sell
51,741
-34,834
-40% -$2.9M ﹤0.01% 2393
2021
Q3 		$5.51M Sell
86,575
-14,539
-14% -$862K ﹤0.01% 2332
2021
Q2 		$5.96M Buy
101,114
+1,078
+1% +$67.6K ﹤0.01% 2286
2021
Q1 		$6.85M Sell
100,036
-15,564
-13% -$817K ﹤0.01% 2168
2020
Q4 		$5.49M Sell
115,600
-9,100
-7% -$365K ﹤0.01% 2157
2020
Q3 		$3.16M Hold
124,700
– – ﹤0.01% 2191
2020
Q2 		$1.81M Sell
124,700
-62,329
-33% -$845K ﹤0.01% 2297
2020
Q1 		$2.33M Sell
187,029
-500
-0.3% -$7.91K ﹤0.01% 2156
2019
Q4 		$3.56M Buy
+187,529
New +$3.47M ﹤0.01% 2129
2019
Q2 		– Sell
-2
Closed – – 4002
2019
Q1 		$0 Buy
+2
New +$31 ﹤0.01% 3962

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

Fidelity Investments's LOB Position: Q2 2026 in Review

Fidelity Investments increased its Live Oak Bancshares (LOB) stake by 187% in Q2 2026, buying an estimated $2.08M and bringing the position to 85,379 shares worth $3.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

Fidelity Investments first reported a position in LOB in Q1 2019 and has held it in 28 quarters since. The position peaked at $6.85M in Q1 2021. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Fidelity Investments held 85,379 shares of Live Oak Bancshares worth $3.49M as of Q2 2026.
  • Fidelity Investments bought 55,650 Live Oak Bancshares shares in Q2 2026, an estimated $2.08M.
  • Live Oak Bancshares made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #2564 holding.
  • Fidelity Investments first reported a position in Live Oak Bancshares in Q1 2019 and has held it in 28 quarters since.
  • Fidelity Investments's Live Oak Bancshares position peaked at $6.85M in Q1 2021.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.