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

Motley Fool Wealth 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	–	Sell	-209,559	Closed	-$6.93M	–	73
2026 Q1	$6.93M	Sell	209,559 -73,142	-26%	-$2.69M	0.78%	41
2025 Q4	$9.71M	Sell	282,701 -44,788	-14%	-$1.5M	0.75%	50
2025 Q3	$11.5M	Sell	327,489 -39,119	-11%	-$1.35M	0.78%	46
2025 Q2	$10.9M	Buy	366,608 +102,749	+39%	+$2.77M	0.66%	50
2025 Q1	$7.03M	Buy	263,859 +117,674	+80%	+$3.91M	0.42%	79
2024 Q4	$5.77M	Sell	146,185 -4,728	-3%	-$213K	0.3%	98
2024 Q3	$7.15M	Sell	150,913 -2,454	-2%	-$103K	0.36%	93
2024 Q2	$5.33M	Buy	153,367 +6,146	+4%	+$218K	0.27%	93
2024 Q1	$6.11M	Sell	147,221 -5,208	-3%	-$207K	0.32%	90
2023 Q4	$6.94M	Sell	152,429 -90,190	-37%	-$3.03M	0.36%	84
2023 Q3	$7.03M	Sell	242,619 -358	-0.1%	-$11.5K	0.41%	77
2023 Q2	$6.4M	Buy	242,977 +154,528	+175%	+$3.64M	0.38%	82
2023 Q1	$2.16M	Buy	88,449 +1,638	+2%	+$51.4K	0.13%	101
2022 Q4	$2.62M	Sell	86,811 -1,252	-1%	-$40K	0.18%	95
2022 Q3	$2.69M	Sell	88,063 -103	-0.1%	-$3.69K	0.18%	100
2022 Q2	$2.99M	Sell	88,166 -326	-0.4%	-$13.5K	0.19%	100
2022 Q1	$4.5M	Buy	+88,492	New	+$5.66M	0.22%	96

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

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

Motley Fool Wealth Management sold out of Live Oak Bancshares (LOB) in Q2 2026, closing a stake of 209,559 shares — an estimated $6.93M sold.

Motley Fool Wealth Management first reported a position in LOB in Q1 2022 and held it in 17 quarters. The position peaked at $11.5M in Q3 2025. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Motley Fool Wealth Management reported no remaining Live Oak Bancshares position as of Q2 2026 after selling out during the quarter.
Motley Fool Wealth Management sold 209,559 Live Oak Bancshares shares in Q2 2026, an estimated $6.93M.
Motley Fool Wealth Management first reported a position in Live Oak Bancshares in Q1 2022 and held it in 17 quarters.
Motley Fool Wealth Management's Live Oak Bancshares position peaked at $11.5M in Q3 2025.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

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