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HFM Investment Advisors’s Live Oak Bancshares LOB Stock Holding History

HFM Investment 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
2025
Q2 		– Sell
-1
Closed -$27 – 1302
2025
Q1 		$27 Buy
+1
New +$33 ﹤0.01% 1131

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HFM Investment Advisors's LOB Position: Q2 2025 in Review

HFM Investment Advisors sold out of Live Oak Bancshares (LOB) in Q2 2025, closing a stake of 1 share — an estimated $27 sold.

HFM Investment Advisors first reported a position in LOB in Q1 2025 and held it in 1 quarter. The position peaked at $27 in Q1 2025. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

  • HFM Investment Advisors reported no remaining Live Oak Bancshares position as of Q2 2025 after selling out during the quarter.
  • HFM Investment Advisors sold 1 Live Oak Bancshares share in Q2 2025, an estimated $27.
  • HFM Investment Advisors first reported a position in Live Oak Bancshares in Q1 2025 and held it in 1 quarter.
  • HFM Investment Advisors's Live Oak Bancshares position peaked at $27 in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on HFM Investment Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.