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

Graham 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	$1.05M	Buy	25,598 +253	+1%	+$9.46K	0.02%	483
2026 Q1	$838K	Buy	25,345 +1,704	+7%	+$62.8K	0.02%	486
2025 Q4	$812K	Buy	23,641 +3,858	+20%	+$129K	0.02%	447
2025 Q3	$697K	Buy	19,783 +2,564	+15%	+$88.3K	0.01%	495
2025 Q2	$513K	Buy	17,219 +8,242	+92%	+$222K	0.01%	809
2025 Q1	$239K	Buy	+8,977	New	+$298K	﹤0.01%	1072
2023 Q2	–	Sell	-41,589	Closed	-$1.01M	–	1154
2023 Q1	$1.01M	Buy	41,589 +31,222	+301%	+$979K	0.03%	502
2022 Q4	$313K	Sell	10,367 -11,864	-53%	-$379K	0.01%	881
2022 Q3	$680K	Buy	+22,231	New	+$797K	0.03%	640
2022 Q2	–	Sell	-9,671	Closed	-$492K	–	1147
2022 Q1	$492K	Buy	+9,671	New	+$619K	0.02%	558

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Graham Capital Management increased its Live Oak Bancshares (LOB) stake by 1% in Q2 2026, buying an estimated $9.46K and bringing the position to 25,598 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #483.

Graham Capital Management first reported a position in LOB in Q1 2022 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Graham Capital Management held 25,598 shares of Live Oak Bancshares worth $1.05M as of Q2 2026.
Graham Capital Management bought 253 Live Oak Bancshares shares in Q2 2026, an estimated $9.46K.
Live Oak Bancshares made up 0.02% of Graham Capital Management's portfolio in Q2 2026, its #483 holding.
Graham Capital Management first reported a position in Live Oak Bancshares in Q1 2022 and has held it in 10 quarters since.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.