Kilter Group’s Live Oak Bancshares LOB Stock Holding History

Kilter Group’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 Q2	$41	Hold	1	–	–	﹤0.01%	1547
2026 Q1	$34	Buy	+1	New	+$37	﹤0.01%	1539

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

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

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

Kilter Group's LOB Position: Q2 2026 in Review

Kilter Group held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 1 share worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Kilter Group first reported a position in LOB in Q1 2026 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Kilter Group held 1 share of Live Oak Bancshares worth $41 as of Q2 2026.
Kilter Group left its Live Oak Bancshares share count unchanged in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1547 holding.
Kilter Group first reported a position in Live Oak Bancshares in Q1 2026 and has held it in 2 quarters since.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.