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LOB icon

Inspire Investing’s Live Oak Bancshares LOB Stock Holding History

Inspire Investing’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 		$676K Buy
16,561
+1,129
+7% +$42.2K 0.03% 814
2026
Q1 		$510K Buy
15,432
+1,868
+14% +$68.8K 0.03% 798
2025
Q4 		$466K Buy
13,564
+653
+5% +$21.9K 0.04% 648
2025
Q3 		$455K Sell
12,911
-119
-0.9% -$4.1K 0.04% 525
2025
Q2 		$388K Buy
13,030
+146
+1% +$3.94K 0.04% 625
2025
Q1 		$343K Buy
12,884
+2,760
+27% +$91.7K 0.04% 574
2024
Q4 		$400K Buy
10,124
+1,452
+17% +$65.4K 0.04% 600
2024
Q3 		$411K Sell
8,672
-1,414
-14% -$59.1K 0.04% 667
2024
Q2 		$354K Buy
10,086
+1,424
+16% +$50.4K 0.04% 455
2024
Q1 		$360K Buy
8,662
+273
+3% +$10.9K 0.04% 510
2023
Q4 		$382K Sell
8,389
-2,164
-21% -$72.6K 0.04% 737
2023
Q3 		$306K Buy
+10,553
New +$339K 0.04% 712

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Inspire Investing's LOB Position: Q2 2026 in Review

Inspire Investing increased its Live Oak Bancshares (LOB) stake by 7.3% in Q2 2026, buying an estimated $42.2K and bringing the position to 16,561 shares worth $676K. The position accounts for 0.03% of the portfolio, ranked #814.

Inspire Investing first reported a position in LOB in Q3 2023 and has held it in 12 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Inspire Investing held 16,561 shares of Live Oak Bancshares worth $676K as of Q2 2026.
  • Inspire Investing bought 1,129 Live Oak Bancshares shares in Q2 2026, an estimated $42.2K.
  • Live Oak Bancshares made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #814 holding.
  • Inspire Investing first reported a position in Live Oak Bancshares in Q3 2023 and has held it in 12 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.