Nisa Investment Advisors
LOB icon

Nisa Investment Advisors’s Live Oak Bancshares LOB Stock Holding History

Nisa Investment 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
2026
Q2 		$526K Hold
12,876
– – ﹤0.01% 961
2026
Q1 		$426K Hold
12,876
– – ﹤0.01% 1007
2025
Q4 		$442K Hold
12,876
– – ﹤0.01% 1042
2025
Q3 		$453K Hold
12,876
– – ﹤0.01% 1045
2025
Q2 		$384K Buy
12,876
+345
+3% +$9.31K ﹤0.01% 1056
2025
Q1 		$334K Hold
12,531
– – ﹤0.01% 1101
2024
Q4 		$496K Hold
12,531
– – ﹤0.01% 1065
2024
Q3 		$594K Sell
12,531
-1,600
-11% -$66.9K ﹤0.01% 994
2024
Q2 		$495K Hold
14,131
– – ﹤0.01% 1084
2024
Q1 		$587K Hold
14,131
– – ﹤0.01% 1026
2023
Q4 		$643K Hold
14,131
– – ﹤0.01% 979
2023
Q3 		$409K Hold
14,131
– – ﹤0.01% 1121
2023
Q2 		$372K Buy
14,131
+13,549
+2,328% +$319K ﹤0.01% 1160
2023
Q1 		$14K Sell
582
-6,250
-91% -$196K ﹤0.01% 2097
2022
Q4 		$206K Buy
6,832
+6,800
+21,250% +$217K ﹤0.01% 1365
2022
Q3 		$1K Buy
+32
New +$1.15K ﹤0.01% 2458
2021
Q4 		– Sell
-225
Closed -$14K – 2286
2021
Q3 		$14K Hold
225
– – ﹤0.01% 2159
2021
Q2 		$13K Hold
225
– – ﹤0.01% 2193
2021
Q1 		$15K Hold
225
– – ﹤0.01% 2165
2020
Q4 		$11K Sell
225
-1,775
-89% -$71.1K ﹤0.01% 2201
2020
Q3 		$51K Buy
+2,000
New +$38.9K ﹤0.01% 1799

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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's LOB Position: Q2 2026 in Review

Nisa Investment Advisors held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 12,876 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Nisa Investment Advisors first reported a position in LOB in Q3 2020 and has held it in 21 quarters since. The position peaked at $643K in Q4 2023. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Nisa Investment Advisors held 12,876 shares of Live Oak Bancshares worth $526K as of Q2 2026.
  • Nisa Investment Advisors left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #961 holding.
  • Nisa Investment Advisors first reported a position in Live Oak Bancshares in Q3 2020 and has held it in 21 quarters since.
  • Nisa Investment Advisors's Live Oak Bancshares position peaked at $643K in Q4 2023.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.