Natixis Advisors
LOB icon

Natixis Advisors’s Live Oak Bancshares LOB Stock Holding History

Natixis Advisors’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
2024
Q4 		– Sell
-20,833
Closed -$987K – 1645
2024
Q3 		$987K Sell
20,833
-356
-2% -$14.9K ﹤0.01% 1302
2024
Q2 		$743K Sell
21,189
-109
-0.5% -$3.86K ﹤0.01% 1340
2024
Q1 		$884K Buy
+21,298
New +$848K ﹤0.01% 1250

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Natixis Advisors's LOB Position: Q4 2024 in Review

Natixis Advisors sold out of Live Oak Bancshares (LOB) in Q4 2024, closing a stake of 20,833 shares — an estimated $987K sold.

Natixis Advisors first reported a position in LOB in Q1 2024 and held it in 3 quarters. The position peaked at $987K in Q3 2024. 215 funds tracked by Wall St. Rank hold LOB as of Q4 2024.

  • Natixis Advisors reported no remaining Live Oak Bancshares position as of Q4 2024 after selling out during the quarter.
  • Natixis Advisors sold 20,833 Live Oak Bancshares shares in Q4 2024, an estimated $987K.
  • Natixis Advisors first reported a position in Live Oak Bancshares in Q1 2024 and held it in 3 quarters.
  • Natixis Advisors's Live Oak Bancshares position peaked at $987K in Q3 2024.
  • 215 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2024.

Based on Natixis Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.