IEQ Capital
LOB icon

IEQ Capital’s Live Oak Bancshares LOB Stock Holding History

IEQ Capital’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
Q3 		$486K Buy
13,422
+29
+0.2% +$1.18K ﹤0.01% 1391
2026
Q2 		$547K Buy
13,393
+3,589
+37% +$134K ﹤0.01% 1359
2026
Q1 		$324K Buy
9,804
+1,259
+15% +$46.4K ﹤0.01% 1486
2025
Q4 		$294K Buy
+8,545
New +$286K ﹤0.01% 1543
2025
Q3 		– Sell
-8,422
Closed -$251K – 1981
2025
Q2 		$251K Buy
+8,422
New +$227K ﹤0.01% 1501
2022
Q1 		– Sell
-3,000
Closed -$262K – 830
2021
Q4 		$262K Buy
+3,000
New +$250K 0.01% 625

Other funds holding LOB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Southernsun Asset Management
Southernsun Asset Management Memphis, Tennessee $652M AUM 11.46% 1-Year Est. Return

IEQ Capital's LOB Position: Q3 2026 in Review

IEQ Capital increased its Live Oak Bancshares (LOB) stake by 0.22% in Q3 2026, buying an estimated $1.18K and bringing the position to 13,422 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

IEQ Capital first reported a position in LOB in Q4 2021 and has held it in 6 quarters since. The position peaked at $547K in Q2 2026. 184 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • IEQ Capital held 13,422 shares of Live Oak Bancshares worth $486K as of Q3 2026.
  • IEQ Capital bought 29 Live Oak Bancshares shares in Q3 2026, an estimated $1.18K.
  • Live Oak Bancshares made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1391 holding.
  • IEQ Capital first reported a position in Live Oak Bancshares in Q4 2021 and has held it in 6 quarters since.
  • IEQ Capital's Live Oak Bancshares position peaked at $547K in Q2 2026.
  • 184 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.