Los Angeles Capital Management
LOB icon

Los Angeles Capital Management’s Live Oak Bancshares LOB Stock Holding History

Los Angeles Capital Management’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 		$7.38K Sell
223
-9,472
-98% -$349K ﹤0.01% 2016
2025
Q4 		$306K Buy
9,695
+2,892
+43% +$96.8K ﹤0.01% 1090
2025
Q3 		$240K Buy
+6,803
New +$234K ﹤0.01% 1210

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

Los Angeles Capital Management's LOB Position: Q1 2026 in Review

Los Angeles Capital Management reduced its Live Oak Bancshares (LOB) stake by 98% in Q1 2026, selling an estimated $349K and leaving 223 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Los Angeles Capital Management first reported a position in LOB in Q3 2025 and has held it in 3 quarters since. The position peaked at $306K in Q4 2025. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Los Angeles Capital Management held 223 shares of Live Oak Bancshares worth $7.38K as of Q1 2026.
  • Los Angeles Capital Management sold 9,472 Live Oak Bancshares shares in Q1 2026, an estimated $349K.
  • Live Oak Bancshares made up ﹤0.01% of Los Angeles Capital Management's portfolio in Q1 2026, its #2016 holding.
  • Los Angeles Capital Management first reported a position in Live Oak Bancshares in Q3 2025 and has held it in 3 quarters since.
  • Los Angeles Capital Management's Live Oak Bancshares position peaked at $306K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Los Angeles Capital Management's 13F filing for Q1 2026, filed 8 May 2026.