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 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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbor Capital Advisors's LOB Position: Q1 2026 in Review

Harbor Capital Advisors increased its Live Oak Bancshares (LOB) stake by 61% in Q1 2026, buying an estimated $3.54K and bringing the position to 254 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Harbor Capital Advisors first reported a position in LOB in Q2 2023 and has held it in 12 quarters since. The position peaked at $843K in Q4 2023. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

Harbor Capital Advisors held 254 shares of Live Oak Bancshares worth $8K as of Q1 2026.
Harbor Capital Advisors bought 96 Live Oak Bancshares shares in Q1 2026, an estimated $3.54K.
Live Oak Bancshares made up ﹤0.01% of Harbor Capital Advisors's portfolio in Q1 2026, its #1036 holding.
Harbor Capital Advisors first reported a position in Live Oak Bancshares in Q2 2023 and has held it in 12 quarters since.
Harbor Capital Advisors's Live Oak Bancshares position peaked at $843K in Q4 2023.
227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Harbor Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.