Geode Capital Management
LOB icon

Geode Capital Management’s Live Oak Bancshares LOB Stock Holding History

Geode Capital Management’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 		$37.3M Buy
912,543
+58,585
+7% +$2.19M ﹤0.01% 1791
2026
Q1 		$28.2M Buy
853,958
+36,522
+4% +$1.35M ﹤0.01% 1812
2025
Q4 		$28.1M Sell
817,436
-8,779
-1% -$294K ﹤0.01% 1826
2025
Q3 		$29.1M Buy
826,215
+9,034
+1% +$311K ﹤0.01% 1807
2025
Q2 		$24.4M Buy
817,181
+22,230
+3% +$600K ﹤0.01% 1857
2025
Q1 		$21.2M Buy
794,951
+22,155
+3% +$736K ﹤0.01% 1866
2024
Q4 		$30.6M Sell
772,796
-928
-0.1% -$41.8K ﹤0.01% 1722
2024
Q3 		$36.7M Buy
773,724
+13,824
+2% +$578K ﹤0.01% 1627
2024
Q2 		$26.6M Buy
759,900
+30,037
+4% +$1.06M ﹤0.01% 1765
2024
Q1 		$30.3M Buy
729,863
+16,673
+2% +$664K ﹤0.01% 1679
2023
Q4 		$32.5M Buy
713,190
+32,347
+5% +$1.09M ﹤0.01% 1623
2023
Q3 		$19.7M Buy
680,843
+25,584
+4% +$823K ﹤0.01% 1833
2023
Q2 		$17.2M Buy
655,259
+39,286
+6% +$925K ﹤0.01% 1957
2023
Q1 		$15M Buy
615,973
+22,922
+4% +$719K ﹤0.01% 1984
2022
Q4 		$17.9M Sell
593,051
-15,205
-2% -$485K ﹤0.01% 1839
2022
Q3 		$18.6M Buy
608,256
+21,329
+4% +$765K ﹤0.01% 1782
2022
Q2 		$19.9M Buy
586,927
+7,657
+1% +$316K ﹤0.01% 1774
2022
Q1 		$29.5M Buy
579,270
+15,309
+3% +$980K ﹤0.01% 1620
2021
Q4 		$49.2M Buy
563,961
+2,936
+0.5% +$244K 0.01% 1323
2021
Q3 		$35.7M Sell
561,025
-4,845
-0.9% -$287K ﹤0.01% 1559
2021
Q2 		$33.4M Buy
565,870
+40,442
+8% +$2.54M ﹤0.01% 1633
2021
Q1 		$36M Buy
525,428
+61,728
+13% +$3.24M 0.01% 1480
2020
Q4 		$22M Buy
463,700
+20,288
+5% +$813K ﹤0.01% 1662
2020
Q3 		$11.2M Sell
443,412
-1,002
-0.2% -$19.5K ﹤0.01% 1872
2020
Q2 		$6.45M Buy
444,414
+41,751
+10% +$566K ﹤0.01% 2190
2020
Q1 		$5.02M Buy
402,663
+20,836
+5% +$330K ﹤0.01% 2147
2019
Q4 		$7.26M Buy
381,827
+17,540
+5% +$324K ﹤0.01% 2231
2019
Q3 		$6.59M Buy
364,287
+6,668
+2% +$120K ﹤0.01% 2214
2019
Q2 		$6.13M Sell
357,619
-347
-0.1% -$5.7K ﹤0.01% 2263
2019
Q1 		$5.23M Buy
357,966
+50,699
+16% +$779K ﹤0.01% 2306
2018
Q4 		$4.55M Buy
307,267
+14,161
+5% +$273K ﹤0.01% 2275
2018
Q3 		$7.86M Buy
293,106
+11,753
+4% +$352K ﹤0.01% 2087
2018
Q2 		$8.62M Buy
281,353
+32,836
+13% +$963K ﹤0.01% 1990
2018
Q1 		$6.91M Buy
248,517
+4,858
+2% +$128K ﹤0.01% 2035
2017
Q4 		$5.81M Buy
243,659
+5,359
+2% +$129K ﹤0.01% 2117
2017
Q3 		$5.59M Buy
238,300
+41,162
+21% +$962K ﹤0.01% 2134
2017
Q2 		$4.77M Buy
197,138
+8,822
+5% +$211K ﹤0.01% 2174
2017
Q1 		$4.08M Sell
188,316
-946
-0.5% -$20.1K ﹤0.01% 2230
2016
Q4 		$3.5M Buy
189,262
+31,215
+20% +$518K ﹤0.01% 2281
2016
Q3 		$2.28M Buy
158,047
+98,065
+163% +$1.37M ﹤0.01% 2482
2016
Q2 		$846K Buy
59,982
+20,001
+50% +$305K ﹤0.01% 2987
2016
Q1 		$599 Buy
39,981
+2,530
+7% +$34.2K ﹤0.01% 3130
2015
Q4 		$531K Buy
37,451
+18,225
+95% +$281K ﹤0.01% 3255
2015
Q3 		$377K Buy
+19,226
New +$378K ﹤0.01% 3359

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management's LOB Position: Q2 2026 in Review

Geode Capital Management increased its Live Oak Bancshares (LOB) stake by 6.9% in Q2 2026, buying an estimated $2.19M and bringing the position to 912,543 shares worth $37.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Geode Capital Management first reported a position in LOB in Q3 2015 and has held it in 44 quarters since. The position peaked at $49.2M in Q4 2021. 236 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Geode Capital Management held 912,543 shares of Live Oak Bancshares worth $37.3M as of Q2 2026.
  • Geode Capital Management bought 58,585 Live Oak Bancshares shares in Q2 2026, an estimated $2.19M.
  • Live Oak Bancshares made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1791 holding.
  • Geode Capital Management first reported a position in Live Oak Bancshares in Q3 2015 and has held it in 44 quarters since.
  • Geode Capital Management's Live Oak Bancshares position peaked at $49.2M in Q4 2021.
  • 236 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.