MFAM
LOB icon

Motley Fool Asset Management’s Live Oak Bancshares LOB Stock Holding History

Motley Fool Asset 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
Q2 		$2.06M Sell
50,541
-5,355
-10% -$200K 0.08% 146
2026
Q1 		$1.85M Sell
55,896
-12,239
-18% -$451K 0.08% 147
2025
Q4 		$2.34M Buy
68,135
+18,347
+37% +$614K 0.09% 145
2025
Q3 		$1.75M Sell
49,788
-52,122
-51% -$1.8M 0.07% 158
2025
Q2 		$3.04M Buy
101,910
+14,270
+16% +$385K 0.14% 115
2025
Q1 		$2.34M Buy
87,640
+24,463
+39% +$813K 0.13% 123
2024
Q4 		$2.5M Buy
63,177
+5,960
+10% +$268K 0.13% 125
2024
Q3 		$2.63M Sell
57,217
-1,192
-2% -$49.9K 0.16% 112
2024
Q2 		$2M Sell
58,409
-7,741
-12% -$274K 0.13% 117
2024
Q1 		$2.75M Buy
66,150
+9,317
+16% +$371K 0.18% 102
2023
Q4 		$2.59M Sell
56,833
-28,845
-34% -$968K 0.19% 94
2023
Q3 		$2.48M Buy
85,678
+1,662
+2% +$53.4K 0.2% 90
2023
Q2 		$2.21M Buy
84,016
+29,466
+54% +$694K 0.2% 90
2023
Q1 		$1.33M Buy
54,550
+3,272
+6% +$103K 0.15% 91
2022
Q4 		$1.55M Buy
51,278
+10,938
+27% +$349K 0.17% 99
2022
Q3 		$1.23M Sell
40,340
-1,998
-5% -$71.7K 0.12% 112
2022
Q2 		$1.48M Sell
42,338
-4,329
-9% -$179K 0.14% 108
2022
Q1 		$2.38M Buy
+46,667
New +$2.99M 0.17% 95

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 $3.38T AUM 44.17% 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

Motley Fool Asset Management's LOB Position: Q2 2026 in Review

Motley Fool Asset Management reduced its Live Oak Bancshares (LOB) stake by 9.6% in Q2 2026, selling an estimated $200K and leaving 50,541 shares worth $2.06M. The position accounts for 0.08% of the portfolio, ranked #146.

Motley Fool Asset Management first reported a position in LOB in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.04M in Q2 2025. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Motley Fool Asset Management held 50,541 shares of Live Oak Bancshares worth $2.06M as of Q2 2026.
  • Motley Fool Asset Management sold 5,355 Live Oak Bancshares shares in Q2 2026, an estimated $200K.
  • Live Oak Bancshares made up 0.08% of Motley Fool Asset Management's portfolio in Q2 2026, its #146 holding.
  • Motley Fool Asset Management first reported a position in Live Oak Bancshares in Q1 2022 and has held it in 18 quarters since.
  • Motley Fool Asset Management's Live Oak Bancshares position peaked at $3.04M in Q2 2025.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Motley Fool Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.