HSBC Holdings
LOB icon

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
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
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings's LOB Position: Q1 2026 in Review

HSBC Holdings sold out of Live Oak Bancshares (LOB) in Q1 2026, closing a stake of 8,530 shares — an estimated $294K sold.

HSBC Holdings first reported a position in LOB in Q4 2021 and held it in 6 quarters. The position peaked at $811K in Q4 2024. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • HSBC Holdings reported no remaining Live Oak Bancshares position as of Q1 2026 after selling out during the quarter.
  • HSBC Holdings sold 8,530 Live Oak Bancshares shares in Q1 2026, an estimated $294K.
  • HSBC Holdings first reported a position in Live Oak Bancshares in Q4 2021 and held it in 6 quarters.
  • HSBC Holdings's Live Oak Bancshares position peaked at $811K in Q4 2024.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.