HSBC Holdings’s Live Oak Bancshares LOB Stock Holding History

HSBC Holdings’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	$326K	Buy	+7,941	New	+$297K	﹤0.01%	2473
2026 Q1	–	Sell	-8,530	Closed	-$294K	–	3091
2025 Q4	$294K	Buy	8,530 +2,173	+34%	+$72.7K	﹤0.01%	2535
2025 Q3	$221K	Buy	+6,357	New	+$219K	﹤0.01%	2443
2025 Q2	–	Sell	-18,365	Closed	-$487K	–	3143
2025 Q1	$487K	Sell	18,365 -2,126	-10%	-$70.7K	﹤0.01%	2094
2024 Q4	$811K	Buy	20,491 +16,319	+391%	+$734K	﹤0.01%	1913
2024 Q3	$201K	Buy	+4,172	New	+$175K	﹤0.01%	2610
2022 Q1	–	Sell	-2,653	Closed	-$233K	–	3386
2021 Q4	$233K	Buy	+2,653	New	+$221K	﹤0.01%	2951

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

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

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

HSBC Holdings's LOB Position: Q2 2026 in Review

HSBC Holdings opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 7,941 shares worth $326K. The stake represents ﹤0.01% of the portfolio and ranks #2473 among its holdings. This is a return to the name: HSBC Holdings previously reported a position in LOB as recently as Q4 2025.

HSBC Holdings first reported a position in LOB in Q4 2021 and has held it in 7 quarters since. The position peaked at $811K in Q4 2024. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

HSBC Holdings held 7,941 shares of Live Oak Bancshares worth $326K as of Q2 2026.
Live Oak Bancshares was a new HSBC Holdings position in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #2473 holding.
HSBC Holdings first reported a position in Live Oak Bancshares in Q4 2021 and has held it in 7 quarters since.
HSBC Holdings's Live Oak Bancshares position peaked at $811K in Q4 2024.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.