Hantz Financial Services’s Live Oak Bancshares LOB Stock Holding History

Hantz Financial Services’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 Q1	–	Sell	-48	Closed	-$2K	–	2550
2025 Q4	$2K	Hold	48	–	–	﹤0.01%	2247
2025 Q3	$2K	Hold	48	–	–	﹤0.01%	2182
2025 Q2	$1K	Hold	48	–	–	﹤0.01%	2103
2025 Q1	$1K	Hold	48	–	–	﹤0.01%	1550
2024 Q4	$2K	Hold	48	–	–	﹤0.01%	989
2024 Q3	$2K	Sell	48 -7	-13%	-$293	﹤0.01%	967
2024 Q2	$2K	Hold	55	–	–	﹤0.01%	958
2024 Q1	$2K	Hold	55	–	–	﹤0.01%	1068
2023 Q4	$3K	Hold	55	–	–	﹤0.01%	986
2023 Q3	$2K	Sell	55 -30	-35%	-$965	﹤0.01%	1023
2023 Q2	$2K	Sell	85 -172	-67%	-$4.05K	﹤0.01%	992
2023 Q1	$6K	Sell	257 -94,150	-100%	-$2.95M	﹤0.01%	867
2022 Q4	$2.85M	Buy	94,407 +6,069	+7%	+$194K	0.09%	247
2022 Q3	$2.7M	Buy	88,338 +2,896	+3%	+$104K	0.09%	236
2022 Q2	$2.9M	Buy	+85,442	New	+$3.53M	0.1%	229

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

SAM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Hantz Financial Services's LOB Position: Q1 2026 in Review

Hantz Financial Services sold out of Live Oak Bancshares (LOB) in Q1 2026, closing a stake of 48 shares — an estimated $2K sold.

Hantz Financial Services first reported a position in LOB in Q2 2022 and held it in 15 quarters. The position peaked at $2.9M in Q2 2022. 228 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

Hantz Financial Services reported no remaining Live Oak Bancshares position as of Q1 2026 after selling out during the quarter.
Hantz Financial Services sold 48 Live Oak Bancshares shares in Q1 2026, an estimated $2K.
Hantz Financial Services first reported a position in Live Oak Bancshares in Q2 2022 and held it in 15 quarters.
Hantz Financial Services's Live Oak Bancshares position peaked at $2.9M in Q2 2022.
228 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.