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John Overdeck’s Live Oak Bancshares LOB Stock Holding History

John Overdeck’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
2021
Q4 		– Sell
-9,100
Closed -$579K – 4599
2021
Q3 		$579K Sell
9,100
-8,400
-48% -$498K ﹤0.01% 3115
2021
Q2 		$1.03M Buy
17,500
+6,000
+52% +$376K ﹤0.01% 2452
2021
Q1 		$788K Buy
+11,500
New +$603K ﹤0.01% 2531

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

John Overdeck's LOB Position: Q2 2026 in Review

John Overdeck reduced its Live Oak Bancshares (LOB) stake by 3.2% in Q2 2026, selling an estimated $520K and leaving 420,262 shares worth $17.2M. The position accounts for 0.01% of the portfolio, ranked #1154.

John Overdeck first reported a position in LOB in Q2 2016 and has held it in 23 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • John Overdeck held 420,262 shares of Live Oak Bancshares worth $17.2M as of Q2 2026.
  • John Overdeck sold 13,906 Live Oak Bancshares shares in Q2 2026, an estimated $520K.
  • Live Oak Bancshares made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1154 holding.
  • John Overdeck first reported a position in Live Oak Bancshares in Q2 2016 and has held it in 23 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.