Loomis, Sayles & Company
LOB icon

Loomis, Sayles & Company’s Live Oak Bancshares LOB Stock Holding History

Loomis, Sayles & Company’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 		$24.1M Buy
728,129
+169,719
+30% +$6.25M 0.03% 210
2025
Q4 		$19.2M Buy
+558,410
New +$18.7M 0.02% 242
2025
Q3 		– Sell
-15,186
Closed -$453K – 741
2025
Q2 		$453K Hold
15,186
– – ﹤0.01% 499
2025
Q1 		$405K Sell
15,186
-219,632
-94% -$7.3M ﹤0.01% 500
2024
Q4 		$9.29M Buy
234,818
+13,555
+6% +$610K 0.01% 379
2024
Q3 		$10.5M Buy
221,263
+7,662
+4% +$321K 0.01% 349
2024
Q2 		$7.49M Buy
213,601
+7,433
+4% +$263K 0.01% 395
2024
Q1 		$8.56M Buy
+206,168
New +$8.21M 0.01% 369
2019
Q2 		– Sell
-575
Closed -$8K – 669
2019
Q1 		$8K Buy
+575
New +$8.84K ﹤0.01% 735

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 $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company's LOB Position: Q1 2026 in Review

Loomis, Sayles & Company increased its Live Oak Bancshares (LOB) stake by 30% in Q1 2026, buying an estimated $6.25M and bringing the position to 728,129 shares worth $24.1M. The position accounts for 0.03% of the portfolio, ranked #210.

Loomis, Sayles & Company first reported a position in LOB in Q1 2019 and has held it in 9 quarters since. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Loomis, Sayles & Company held 728,129 shares of Live Oak Bancshares worth $24.1M as of Q1 2026.
  • Loomis, Sayles & Company bought 169,719 Live Oak Bancshares shares in Q1 2026, an estimated $6.25M.
  • Live Oak Bancshares made up 0.03% of Loomis, Sayles & Company's portfolio in Q1 2026, its #210 holding.
  • Loomis, Sayles & Company first reported a position in Live Oak Bancshares in Q1 2019 and has held it in 9 quarters since.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.