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Global Financial Private Client’s Live Oak Bancshares LOB Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-6
Closed -$160 – 996
2025
Q1 		$160 Buy
6
+4
+200% +$133 ﹤0.01% 1560
2024
Q4 		$79 Buy
+2
New +$90 ﹤0.01% 1528

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Global Financial Private Client's LOB Position: Q2 2025 in Review

Global Financial Private Client sold out of Live Oak Bancshares (LOB) in Q2 2025, closing a stake of 6 shares — an estimated $160 sold.

Global Financial Private Client first reported a position in LOB in Q4 2024 and held it in 2 quarters. The position peaked at $160 in Q1 2025. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

  • Global Financial Private Client reported no remaining Live Oak Bancshares position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 Live Oak Bancshares shares in Q2 2025, an estimated $160.
  • Global Financial Private Client first reported a position in Live Oak Bancshares in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Live Oak Bancshares position peaked at $160 in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.