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 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

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

IEQ Capital's LOB Position: Q2 2026 in Review

IEQ Capital increased its Live Oak Bancshares (LOB) stake by 37% in Q2 2026, buying an estimated $134K and bringing the position to 13,393 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

IEQ Capital first reported a position in LOB in Q4 2021 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

IEQ Capital held 13,393 shares of Live Oak Bancshares worth $547K as of Q2 2026.
IEQ Capital bought 3,589 Live Oak Bancshares shares in Q2 2026, an estimated $134K.
Live Oak Bancshares made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1359 holding.
IEQ Capital first reported a position in Live Oak Bancshares in Q4 2021 and has held it in 5 quarters since.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.