Jacobs Levy Equity Management
LOB icon

Jacobs Levy Equity Management’s Live Oak Bancshares LOB Stock Holding History

Jacobs Levy Equity 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 		$2.29M Sell
56,079
-76,739
-58% -$2.87M 0.01% 566
2026
Q1 		$4.39M Sell
132,818
-133,725
-50% -$4.93M 0.02% 440
2025
Q4 		$9.16M Sell
266,543
-10,124
-4% -$339K 0.04% 315
2025
Q3 		$9.74M Sell
276,667
-5,683
-2% -$196K 0.04% 304
2025
Q2 		$8.41M Buy
282,350
+50,909
+22% +$1.37M 0.03% 334
2025
Q1 		$6.17M Sell
231,441
-4,393
-2% -$146K 0.02% 417
2024
Q4 		$9.33M Buy
235,834
+50,525
+27% +$2.27M 0.03% 317
2024
Q3 		$8.78M Buy
185,309
+83,639
+82% +$3.5M 0.03% 347
2024
Q2 		$3.56M Buy
101,670
+69,151
+213% +$2.45M 0.01% 499
2024
Q1 		$1.35M Buy
+32,519
New +$1.29M 0.01% 660
2022
Q1 		– Sell
-34,704
Closed -$3.03M – 1042
2021
Q4 		$3.03M Sell
34,704
-37,048
-52% -$3.08M 0.02% 531
2021
Q3 		$4.57M Buy
71,752
+20,230
+39% +$1.2M 0.03% 453
2021
Q2 		$3.04M Buy
51,522
+1,131
+2% +$71K 0.02% 532
2021
Q1 		$3.45M Sell
50,391
-143,970
-74% -$7.55M 0.03% 502
2020
Q4 		$9.22M Buy
194,361
+52,519
+37% +$2.11M 0.08% 275
2020
Q3 		$3.59M Sell
141,842
-16,488
-10% -$321K 0.04% 414
2020
Q2 		$2.3M Buy
158,330
+34,986
+28% +$474K 0.02% 506
2020
Q1 		$1.54M Buy
123,344
+100,081
+430% +$1.58M 0.02% 536
2019
Q4 		$442K Buy
+23,263
New +$430K ﹤0.01% 798

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

Jacobs Levy Equity Management's LOB Position: Q2 2026 in Review

Jacobs Levy Equity Management reduced its Live Oak Bancshares (LOB) stake by 58% in Q2 2026, selling an estimated $2.87M and leaving 56,079 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #566.

Jacobs Levy Equity Management first reported a position in LOB in Q4 2019 and has held it in 19 quarters since. The position peaked at $9.74M in Q3 2025. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Jacobs Levy Equity Management held 56,079 shares of Live Oak Bancshares worth $2.29M as of Q2 2026.
  • Jacobs Levy Equity Management sold 76,739 Live Oak Bancshares shares in Q2 2026, an estimated $2.87M.
  • Live Oak Bancshares made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #566 holding.
  • Jacobs Levy Equity Management first reported a position in Live Oak Bancshares in Q4 2019 and has held it in 19 quarters since.
  • Jacobs Levy Equity Management's Live Oak Bancshares position peaked at $9.74M in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.