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 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 $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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