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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
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
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

IEQ Capital's LOB Position: Q1 2026 in Review

IEQ Capital increased its Live Oak Bancshares (LOB) stake by 15% in Q1 2026, buying an estimated $46.4K and bringing the position to 9,804 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

IEQ Capital first reported a position in LOB in Q4 2021 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • IEQ Capital held 9,804 shares of Live Oak Bancshares worth $324K as of Q1 2026.
  • IEQ Capital bought 1,259 Live Oak Bancshares shares in Q1 2026, an estimated $46.4K.
  • Live Oak Bancshares made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1486 holding.
  • IEQ Capital first reported a position in Live Oak Bancshares in Q4 2021 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.