Fortitude Family Office’s Live Oak Bancshares LOB Stock Holding History

Fortitude Family Office’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	$6.25K	Buy	153 +16	+12%	+$598	﹤0.01%	978
2026 Q1	$4.53K	Buy	137 +98	+251%	+$3.61K	﹤0.01%	953
2025 Q4	$1.34K	Sell	39 -37	-49%	-$1.24K	﹤0.01%	1338
2025 Q3	$2.68K	Hold	76	–	–	﹤0.01%	1086
2025 Q2	$2.27K	Buy	76 +39	+105%	+$1.05K	﹤0.01%	1139
2025 Q1	$986	Hold	37	–	–	﹤0.01%	1017
2024 Q4	$1.46K	Hold	37	–	–	﹤0.01%	1075
2024 Q3	$1.75K	Hold	37	–	–	﹤0.01%	1029
2024 Q2	$1.3K	Hold	37	–	–	﹤0.01%	854
2024 Q1	$1.54K	Hold	37	–	–	﹤0.01%	861
2023 Q4	$1.68K	Buy	+37	New	+$1.24K	﹤0.01%	893

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 $3.38T AUM 44.17% 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

Fortitude Family Office's LOB Position: Q2 2026 in Review

Fortitude Family Office increased its Live Oak Bancshares (LOB) stake by 12% in Q2 2026, buying an estimated $598 and bringing the position to 153 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Fortitude Family Office first reported a position in LOB in Q4 2023 and has held it in 11 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Fortitude Family Office held 153 shares of Live Oak Bancshares worth $6.25K as of Q2 2026.
Fortitude Family Office bought 16 Live Oak Bancshares shares in Q2 2026, an estimated $598.
Live Oak Bancshares made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #978 holding.
Fortitude Family Office first reported a position in Live Oak Bancshares in Q4 2023 and has held it in 11 quarters since.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.