Jump Financial’s Live Oak Bancshares LOB Stock Holding History

Jump Financial’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	–	Sell	-32,826	Closed	-$1.13M	–	2179
2025 Q4	$1.13M	Sell	32,826 -6,358	-16%	-$213K	0.01%	928
2025 Q3	$1.38M	Sell	39,184 -31,910	-45%	-$1.1M	0.02%	868
2025 Q2	$2.12M	Buy	71,094 +40,457	+132%	+$1.09M	0.03%	704
2025 Q1	$817K	Buy	+30,637	New	+$1.02M	0.01%	898
2024 Q2	–	Sell	-7,387	Closed	-$307K	–	2060
2024 Q1	$307K	Buy	+7,387	New	+$294K	0.01%	1443
2023 Q1	–	Sell	-30,156	Closed	-$911K	–	1843
2022 Q4	$911K	Buy	+30,156	New	+$963K	0.05%	528
2022 Q3	–	Sell	-31,200	Closed	-$1.06M	–	1785
2022 Q2	$1.06M	Buy	31,200 +20,377	+188%	+$842K	0.05%	543
2022 Q1	$551K	Buy	+10,823	New	+$693K	0.02%	764

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 New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

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