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Lighthouse Investment Partners’s Live Oak Bancshares LOB Stock Holding History

Lighthouse Investment Partners’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 		$3.66M Buy
89,556
+40,720
+83% +$1.52M 0.1% 254
2026
Q1 		$1.62M Buy
48,836
+3,670
+8% +$135K 0.06% 349
2025
Q4 		$1.55M Buy
45,166
+13,033
+41% +$436K 0.05% 395
2025
Q3 		$1.13M Sell
32,133
-2,619
-8% -$90.2K 0.03% 414
2025
Q2 		$1.04M Buy
+34,752
New +$937K 0.04% 376

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

Lighthouse Investment Partners's LOB Position: Q2 2026 in Review

Lighthouse Investment Partners increased its Live Oak Bancshares (LOB) stake by 83% in Q2 2026, buying an estimated $1.52M and bringing the position to 89,556 shares worth $3.66M. The position accounts for 0.1% of the portfolio, ranked #254.

Lighthouse Investment Partners first reported a position in LOB in Q2 2025 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Lighthouse Investment Partners held 89,556 shares of Live Oak Bancshares worth $3.66M as of Q2 2026.
  • Lighthouse Investment Partners bought 40,720 Live Oak Bancshares shares in Q2 2026, an estimated $1.52M.
  • Live Oak Bancshares made up 0.1% of Lighthouse Investment Partners's portfolio in Q2 2026, its #254 holding.
  • Lighthouse Investment Partners first reported a position in Live Oak Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.