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Lindbrook Capital’s Live Oak Bancshares LOB Stock Holding History

Lindbrook Capital’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
2025
Q1 		$1.65K Sell
62
-59
-49% -$1.96K ﹤0.01% 2335
2024
Q4 		$4.79K Sell
121
-16
-12% -$720 ﹤0.01% 2002
2024
Q3 		$6.49K Buy
137
+9
+7% +$376 ﹤0.01% 1897
2024
Q2 		$4.49K Buy
128
+98
+327% +$3.47K ﹤0.01% 2049
2024
Q1 		$1.25K Hold
30
– – ﹤0.01% 2380
2023
Q4 		$1.36K Sell
30
-17
-36% -$571 ﹤0.01% 2390
2023
Q3 		$1.36K Buy
47
+24
+104% +$772 ﹤0.01% 2262
2023
Q2 		$605 Buy
23
+15
+188% +$353 ﹤0.01% 2468
2023
Q1 		$195 Sell
8
-107
-93% -$3.36K ﹤0.01% 2723
2022
Q4 		$3.47K Sell
115
-66
-36% -$2.11K ﹤0.01% 1987
2022
Q3 		$6K Buy
181
+175
+2,917% +$6.28K ﹤0.01% 1568
2022
Q2 		$0 Sell
6
-32
-84% -$1.32K ﹤0.01% 2637
2022
Q1 		$2K Buy
+38
New +$2.43K ﹤0.01% 2025
2021
Q3 		– Sell
-300
Closed -$18K – 1941
2021
Q2 		$18K Buy
300
+50
+20% +$3.14K ﹤0.01% 818
2021
Q1 		$17K Buy
250
+125
+100% +$6.56K ﹤0.01% 811
2020
Q4 		$6K Buy
+125
New +$5.01K ﹤0.01% 1121

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lindbrook Capital's LOB Position: Q1 2025 in Review

Lindbrook Capital reduced its Live Oak Bancshares (LOB) stake by 49% in Q1 2025, selling an estimated $1.96K and leaving 62 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Lindbrook Capital first reported a position in LOB in Q4 2020 and has held it in 16 quarters since. The position peaked at $18K in Q2 2021. 223 funds tracked by Wall St. Rank hold LOB as of Q1 2025.

  • Lindbrook Capital held 62 shares of Live Oak Bancshares worth $1.65K as of Q1 2025.
  • Lindbrook Capital sold 59 Live Oak Bancshares shares in Q1 2025, an estimated $1.96K.
  • Live Oak Bancshares made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2335 holding.
  • Lindbrook Capital first reported a position in Live Oak Bancshares in Q4 2020 and has held it in 16 quarters since.
  • Lindbrook Capital's Live Oak Bancshares position peaked at $18K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.