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Hamilton Capital Partners (Canada)’s Live Oak Bancshares LOB Stock Holding History

Hamilton Capital Partners (Canada)’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 		$174K Sell
4,251
-2,036
-32% -$76.1K 0.01% 198
2026
Q1 		$208K Hold
6,287
– – 0.01% 195
2025
Q4 		$216K Buy
+6,287
New +$210K 0.01% 195
2025
Q2 		– Sell
-8,403
Closed -$224K – 215
2025
Q1 		$224K Buy
8,403
+1,559
+23% +$51.8K 0.01% 165
2024
Q4 		$271K Buy
6,844
+1,136
+20% +$51.1K 0.02% 152
2024
Q3 		$270K Sell
5,708
-4,090
-42% -$171K 0.02% 146
2024
Q2 		$344K Hold
9,798
– – 0.04% 129
2024
Q1 		$407K Buy
9,798
+4,142
+73% +$165K 0.05% 119
2023
Q4 		$257K Sell
5,656
-1,266
-18% -$42.5K 0.05% 103
2023
Q3 		$200K Buy
6,922
+522
+8% +$16.8K 0.07% 74
2023
Q2 		$168K Buy
+6,400
New +$151K 0.06% 68

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s LOB Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) reduced its Live Oak Bancshares (LOB) stake by 32% in Q2 2026, selling an estimated $76.1K and leaving 4,251 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #198.

Hamilton Capital Partners (Canada) first reported a position in LOB in Q2 2023 and has held it in 11 quarters since. The position peaked at $407K in Q1 2024. 223 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Hamilton Capital Partners (Canada) held 4,251 shares of Live Oak Bancshares worth $174K as of Q2 2026.
  • Hamilton Capital Partners (Canada) sold 2,036 Live Oak Bancshares shares in Q2 2026, an estimated $76.1K.
  • Live Oak Bancshares made up 0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #198 holding.
  • Hamilton Capital Partners (Canada) first reported a position in Live Oak Bancshares in Q2 2023 and has held it in 11 quarters since.
  • Hamilton Capital Partners (Canada)'s Live Oak Bancshares position peaked at $407K in Q1 2024.
  • 223 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.