FGP
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Freestone Grove Partners’s Live Oak Bancshares LOB Stock Holding History

Freestone Grove Partners’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 		$33 Buy
+1
New +$37 ﹤0.01% 929

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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
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

Freestone Grove Partners's LOB Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Live Oak Bancshares (LOB) in Q1 2026: 1 share worth $33. The stake represents ﹤0.01% of the portfolio and ranks #929 among its holdings.

227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Freestone Grove Partners held 1 share of Live Oak Bancshares worth $33 as of Q1 2026.
  • Live Oak Bancshares was a new Freestone Grove Partners position in Q1 2026.
  • Live Oak Bancshares made up ﹤0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #929 holding.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.