GI
LOB icon

GAMMA Investing’s Live Oak Bancshares LOB Stock Holding History

GAMMA Investing’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 		$29K Buy
709
+2
+0.3% +$75 ﹤0.01% 2638
2026
Q1 		$23.4K Sell
707
-188
-21% -$6.93K ﹤0.01% 2638
2025
Q4 		$30.7K Buy
895
+259
+41% +$8.67K ﹤0.01% 2376
2025
Q3 		$22.4K Buy
636
+245
+63% +$8.44K ﹤0.01% 2458
2025
Q2 		$11.7K Buy
391
+37
+10% +$998 ﹤0.01% 2734
2025
Q1 		$9.44K Buy
354
+153
+76% +$5.09K ﹤0.01% 2771
2024
Q4 		$7.95K Buy
201
+73
+57% +$3.29K ﹤0.01% 2725
2024
Q3 		$6.06K Buy
128
+74
+137% +$3.1K ﹤0.01% 2677
2024
Q2 		$1.89K Sell
54
-175
-76% -$6.2K ﹤0.01% 2894
2024
Q1 		$9.51K Buy
229
+199
+663% +$7.92K ﹤0.01% 2095
2023
Q4 		$1.09K Buy
+30
New +$1.01K ﹤0.01% 2763

Other funds holding LOB

TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing's LOB Position: Q2 2026 in Review

GAMMA Investing increased its Live Oak Bancshares (LOB) stake by 0.28% in Q2 2026, buying an estimated $75 and bringing the position to 709 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

GAMMA Investing first reported a position in LOB in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.7K in Q4 2025. 25 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • GAMMA Investing held 709 shares of Live Oak Bancshares worth $29K as of Q2 2026.
  • GAMMA Investing bought 2 Live Oak Bancshares shares in Q2 2026, an estimated $75.
  • Live Oak Bancshares made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #2638 holding.
  • GAMMA Investing first reported a position in Live Oak Bancshares in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's Live Oak Bancshares position peaked at $30.7K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.