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INTECH Investment Management’s Live Oak Bancshares LOB Stock Holding History

INTECH Investment Management’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 		$318K Sell
7,786
-636
-8% -$23.8K ﹤0.01% 1552
2026
Q1 		$279K Sell
8,422
-5,754
-41% -$212K ﹤0.01% 1598
2025
Q4 		$487K Hold
14,176
– – ﹤0.01% 1525
2025
Q3 		$499K Buy
14,176
+250
+2% +$8.61K ﹤0.01% 1580
2025
Q2 		$415K Sell
13,926
-9,153
-40% -$247K ﹤0.01% 1712
2025
Q1 		$615K Buy
23,079
+7,095
+44% +$236K 0.01% 1505
2024
Q4 		$632K Buy
15,984
+9,302
+139% +$419K 0.01% 1424
2024
Q3 		$317K Buy
+6,682
New +$280K ﹤0.01% 1488

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 $3.38T AUM 44.17% 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

INTECH Investment Management's LOB Position: Q2 2026 in Review

INTECH Investment Management reduced its Live Oak Bancshares (LOB) stake by 7.6% in Q2 2026, selling an estimated $23.8K and leaving 7,786 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

INTECH Investment Management first reported a position in LOB in Q3 2024 and has held it in 8 quarters since. The position peaked at $632K in Q4 2024. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • INTECH Investment Management held 7,786 shares of Live Oak Bancshares worth $318K as of Q2 2026.
  • INTECH Investment Management sold 636 Live Oak Bancshares shares in Q2 2026, an estimated $23.8K.
  • Live Oak Bancshares made up ﹤0.01% of INTECH Investment Management's portfolio in Q2 2026, its #1552 holding.
  • INTECH Investment Management first reported a position in Live Oak Bancshares in Q3 2024 and has held it in 8 quarters since.
  • INTECH Investment Management's Live Oak Bancshares position peaked at $632K in Q4 2024.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.