Jain Global’s Live Oak Bancshares LOB Stock Holding History

Jain Global’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
2025 Q2	–	Sell	-11,220	Closed	-$299K	–	1440
2025 Q1	$299K	Buy	+11,220	New	+$373K	﹤0.01%	682

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

SAM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jain Global's LOB Position: Q2 2025 in Review

Jain Global sold out of Live Oak Bancshares (LOB) in Q2 2025, closing a stake of 11,220 shares — an estimated $299K sold.

Jain Global first reported a position in LOB in Q1 2025 and held it in 1 quarter. The position peaked at $299K in Q1 2025. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

Jain Global reported no remaining Live Oak Bancshares position as of Q2 2025 after selling out during the quarter.
Jain Global sold 11,220 Live Oak Bancshares shares in Q2 2025, an estimated $299K.
Jain Global first reported a position in Live Oak Bancshares in Q1 2025 and held it in 1 quarter.
Jain Global's Live Oak Bancshares position peaked at $299K in Q1 2025.
209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on Jain Global's 13F filing for Q2 2025, filed 14 Aug 2025.