HCA
LOB icon

Harbor Capital Advisors’s Live Oak Bancshares LOB Stock Holding History

Harbor Capital Advisors’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 		$10K Hold
254
– – ﹤0.01% 1000
2026
Q1 		$8K Buy
254
+96
+61% +$3.54K ﹤0.01% 1036
2025
Q4 		$5K Sell
158
-3
-2% -$100 ﹤0.01% 1140
2025
Q3 		$6K Buy
161
+8
+5% +$276 ﹤0.01% 1114
2025
Q2 		$5K Buy
153
+3
+2% +$81 ﹤0.01% 1176
2025
Q1 		$4K Sell
150
-8,529
-98% -$284K ﹤0.01% 1247
2024
Q4 		$343K Sell
8,679
-2,197
-20% -$98.9K 0.02% 601
2024
Q3 		$515K Buy
10,876
+1,443
+15% +$60.4K 0.02% 569
2024
Q2 		$331K Sell
9,433
-3,412
-27% -$121K 0.03% 593
2024
Q1 		$533K Sell
12,845
-5,685
-31% -$226K 0.07% 380
2023
Q4 		$843K Sell
18,530
-894
-5% -$30K 0.16% 164
2023
Q3 		$562K Sell
19,424
-5,084
-21% -$163K 0.12% 206
2023
Q2 		$645K Buy
+24,508
New +$577K 0.13% 198

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harbor Capital Advisors's LOB Position: Q2 2026 in Review

Harbor Capital Advisors held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 254 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Harbor Capital Advisors first reported a position in LOB in Q2 2023 and has held it in 13 quarters since. The position peaked at $843K in Q4 2023. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Harbor Capital Advisors held 254 shares of Live Oak Bancshares worth $10K as of Q2 2026.
  • Harbor Capital Advisors left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q2 2026, its #1000 holding.
  • Harbor Capital Advisors first reported a position in Live Oak Bancshares in Q2 2023 and has held it in 13 quarters since.
  • Harbor Capital Advisors's Live Oak Bancshares position peaked at $843K in Q4 2023.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Harbor Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.