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 Q3	$633K	Buy	17,488 +927	+6%	+$37.7K	0.03%	791
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Inspire Investing's LOB Position: Q3 2026 in Review

Inspire Investing increased its Live Oak Bancshares (LOB) stake by 5.6% in Q3 2026, buying an estimated $37.7K and bringing the position to 17,488 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #791.

Inspire Investing first reported a position in LOB in Q3 2023 and has held it in 13 quarters since. The position peaked at $676K in Q2 2026. 119 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

Inspire Investing held 17,488 shares of Live Oak Bancshares worth $633K as of Q3 2026.
Inspire Investing bought 927 Live Oak Bancshares shares in Q3 2026, an estimated $37.7K.
Live Oak Bancshares made up 0.03% of Inspire Investing's portfolio in Q3 2026, its #791 holding.
Inspire Investing first reported a position in Live Oak Bancshares in Q3 2023 and has held it in 13 quarters since.
Inspire Investing's Live Oak Bancshares position peaked at $676K in Q2 2026.
119 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.