HR
LOB icon

Howe & Rusling’s Live Oak Bancshares LOB Stock Holding History

Howe & Rusling’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 		$430K Hold
10,541
– – 0.03% 209
2026
Q1 		$349K Sell
10,541
-1,244
-11% -$45.8K 0.02% 220
2025
Q4 		$405K Buy
11,785
+856
+8% +$28.7K 0.03% 200
2025
Q3 		$385K Hold
10,929
– – 0.03% 203
2025
Q2 		$326K Buy
10,929
+1,081
+11% +$29.2K 0.02% 221
2025
Q1 		$263K Buy
9,848
+1,335
+16% +$44.4K 0.02% 230
2024
Q4 		$337K Buy
8,513
+655
+8% +$29.5K 0.03% 201
2024
Q3 		$372K Hold
7,858
– – 0.03% 192
2024
Q2 		$276K Hold
7,858
– – 0.03% 208
2024
Q1 		$326K Hold
7,858
– – 0.03% 195
2023
Q4 		$358K Sell
7,858
-1,127
-13% -$37.8K 0.04% 163
2023
Q3 		$260K Hold
8,985
– – 0.03% 190
2023
Q2 		$236K Buy
+8,985
New +$211K 0.03% 208

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
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

Howe & Rusling's LOB Position: Q2 2026 in Review

Howe & Rusling held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 10,541 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #209.

Howe & Rusling first reported a position in LOB in Q2 2023 and has held it in 13 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Howe & Rusling held 10,541 shares of Live Oak Bancshares worth $430K as of Q2 2026.
  • Howe & Rusling left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up 0.03% of Howe & Rusling's portfolio in Q2 2026, its #209 holding.
  • Howe & Rusling first reported a position in Live Oak Bancshares in Q2 2023 and has held it in 13 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.