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 -6,658	-17%	-$223K	0.01%	928
2025 Q3	$1.39M	Sell	39,484 -31,610	-44%	-$1.09M	0.02%	870
2025 Q2	$2.12M	Buy	71,094 +40,457	+132%	+$1.09M	0.02%	706
2025 Q1	$817K	Buy	+30,637	New	+$1.02M	0.01%	899
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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jump Financial's LOB Position: Q1 2026 in Review

Jump Financial sold out of Live Oak Bancshares (LOB) in Q1 2026, closing a stake of 32,826 shares — an estimated $1.13M sold.

Jump Financial first reported a position in LOB in Q1 2022 and held it in 8 quarters. The position peaked at $2.12M in Q2 2025. 228 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

Jump Financial reported no remaining Live Oak Bancshares position as of Q1 2026 after selling out during the quarter.
Jump Financial sold 32,826 Live Oak Bancshares shares in Q1 2026, an estimated $1.13M.
Jump Financial first reported a position in Live Oak Bancshares in Q1 2022 and held it in 8 quarters.
Jump Financial's Live Oak Bancshares position peaked at $2.12M in Q2 2025.
228 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Jump Financial's 13F filing for Q1 2026, filed 14 May 2026.