KK
LOB icon

KLP Kapitalforvaltning’s Live Oak Bancshares LOB Stock Holding History

KLP Kapitalforvaltning’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 		$335K Hold
8,200
– – ﹤0.01% 1682
2026
Q1 		$271K Hold
8,200
– – ﹤0.01% 1702
2025
Q4 		$282K Hold
8,200
– – ﹤0.01% 1705
2025
Q3 		$289K Buy
8,200
+1,500
+22% +$51.7K ﹤0.01% 1672
2025
Q2 		$200K Hold
6,700
– – ﹤0.01% 1791
2025
Q1 		$179K Hold
6,700
– – ﹤0.01% 1797
2024
Q4 		$265K Buy
+6,700
New +$302K ﹤0.01% 1702

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

KLP Kapitalforvaltning's LOB Position: Q2 2026 in Review

KLP Kapitalforvaltning held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 8,200 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

KLP Kapitalforvaltning first reported a position in LOB in Q4 2024 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • KLP Kapitalforvaltning held 8,200 shares of Live Oak Bancshares worth $335K as of Q2 2026.
  • KLP Kapitalforvaltning left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of KLP Kapitalforvaltning's portfolio in Q2 2026, its #1682 holding.
  • KLP Kapitalforvaltning first reported a position in Live Oak Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q2 2026, filed 12 Aug 2026.