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 Q2	$27.4M	Sell	671,994 -56,135	-8%	-$2.1M	0.03%	200
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 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

Loomis, Sayles & Company's LOB Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its Live Oak Bancshares (LOB) stake by 7.7% in Q2 2026, selling an estimated $2.1M and leaving 671,994 shares worth $27.4M. The position accounts for 0.03% of the portfolio, ranked #200.

Loomis, Sayles & Company first reported a position in LOB in Q1 2019 and has held it in 10 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Loomis, Sayles & Company held 671,994 shares of Live Oak Bancshares worth $27.4M as of Q2 2026.
Loomis, Sayles & Company sold 56,135 Live Oak Bancshares shares in Q2 2026, an estimated $2.1M.
Live Oak Bancshares made up 0.03% of Loomis, Sayles & Company's portfolio in Q2 2026, its #200 holding.
Loomis, Sayles & Company first reported a position in Live Oak Bancshares in Q1 2019 and has held it in 10 quarters since.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.