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 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return