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
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
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

Jacobs Levy Equity Management's LOB Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its Live Oak Bancshares (LOB) stake by 50% in Q1 2026, selling an estimated $4.93M and leaving 132,818 shares worth $4.39M. The position accounts for 0.02% of the portfolio, ranked #440.

Jacobs Levy Equity Management first reported a position in LOB in Q4 2019 and has held it in 18 quarters since. The position peaked at $9.74M in Q3 2025. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Jacobs Levy Equity Management held 132,818 shares of Live Oak Bancshares worth $4.39M as of Q1 2026.
  • Jacobs Levy Equity Management sold 133,725 Live Oak Bancshares shares in Q1 2026, an estimated $4.93M.
  • Live Oak Bancshares made up 0.02% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #440 holding.
  • Jacobs Levy Equity Management first reported a position in Live Oak Bancshares in Q4 2019 and has held it in 18 quarters since.
  • Jacobs Levy Equity Management's Live Oak Bancshares position peaked at $9.74M in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.