JCSD Capital’s Live Oak Bancshares LOB Stock Holding History

JCSD Capital’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 Q3	$3.15K	Buy	+87	New	+$3.54K	﹤0.01%	20

Other funds holding LOB

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

JCSD Capital's LOB Position: Q3 2026 in Review

JCSD Capital opened a new position in Live Oak Bancshares (LOB) in Q3 2026: 87 shares worth $3.15K. The stake represents ﹤0.01% of the portfolio and ranks #20 among its holdings.

22 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

JCSD Capital held 87 shares of Live Oak Bancshares worth $3.15K as of Q3 2026.
Live Oak Bancshares was a new JCSD Capital position in Q3 2026.
Live Oak Bancshares made up ﹤0.01% of JCSD Capital's portfolio in Q3 2026, its #20 holding.
22 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on JCSD Capital's 13F filing for Q3 2026, filed 16 Oct 2026.