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Independence Bank of Kentucky’s Live Oak Bancshares LOB Stock Holding History

Independence Bank of Kentucky’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
2025
Q1 		– Sell
-500
Closed -$19.8K – 621
2024
Q4 		$19.8K Sell
500
-150
-23% -$6.75K ﹤0.01% 471
2024
Q3 		$30.8K Sell
650
-400
-38% -$16.7K 0.01% 412
2024
Q2 		$36.8K Hold
1,050
– – 0.01% 364
2024
Q1 		$43.6K Buy
+1,050
New +$41.8K 0.01% 335

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Independence Bank of Kentucky's LOB Position: Q1 2025 in Review

Independence Bank of Kentucky sold out of Live Oak Bancshares (LOB) in Q1 2025, closing a stake of 500 shares — an estimated $19.8K sold.

Independence Bank of Kentucky first reported a position in LOB in Q1 2024 and held it in 4 quarters. The position peaked at $43.6K in Q1 2024. 223 funds tracked by Wall St. Rank hold LOB as of Q1 2025.

  • Independence Bank of Kentucky reported no remaining Live Oak Bancshares position as of Q1 2025 after selling out during the quarter.
  • Independence Bank of Kentucky sold 500 Live Oak Bancshares shares in Q1 2025, an estimated $19.8K.
  • Independence Bank of Kentucky first reported a position in Live Oak Bancshares in Q1 2024 and held it in 4 quarters.
  • Independence Bank of Kentucky's Live Oak Bancshares position peaked at $43.6K in Q1 2024.
  • 223 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2025.

Based on Independence Bank of Kentucky's 13F filing for Q1 2025, filed 11 Apr 2025.