Ohio Public Employees Retirement System (OPERS)’s Live Oak Bancshares LOB Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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	-7,481	Closed	-$247K	–	2344
2026 Q1	$247K	Hold	7,481	–	–	﹤0.01%	1619
2025 Q4	$257K	Hold	7,481	–	–	﹤0.01%	1640
2025 Q3	$263K	Hold	7,481	–	–	﹤0.01%	1623
2025 Q2	$223K	Buy	7,481 +2,040	+37%	+$55K	﹤0.01%	1636
2025 Q1	$145K	Sell	5,441 -821	-13%	-$27.3K	﹤0.01%	1699
2024 Q4	$248K	Hold	6,262	–	–	﹤0.01%	1632
2024 Q3	$297K	Sell	6,262 -13,440	-68%	-$562K	﹤0.01%	1491
2024 Q2	$691K	Buy	19,702 +16,602	+536%	+$588K	﹤0.01%	1206
2024 Q1	$129K	Buy	+3,100	New	+$123K	﹤0.01%	1400
2021 Q1	–	Sell	-24,053	Closed	-$1.14M	–	1995
2020 Q4	$1.14M	Hold	24,053	–	–	0.01%	1156
2020 Q3	$609K	Hold	24,053	–	–	﹤0.01%	1185
2020 Q2	$349K	Buy	24,053 +9,581	+66%	+$130K	﹤0.01%	1301
2020 Q1	$180K	Buy	+14,472	New	+$229K	﹤0.01%	1336

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

Ohio Public Employees Retirement System (OPERS)'s LOB Position: Q2 2026 in Review

Ohio Public Employees Retirement System (OPERS) sold out of Live Oak Bancshares (LOB) in Q2 2026, closing a stake of 7,481 shares — an estimated $247K sold.

Ohio Public Employees Retirement System (OPERS) first reported a position in LOB in Q1 2020 and held it in 13 quarters. The position peaked at $1.14M in Q4 2020. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Ohio Public Employees Retirement System (OPERS) reported no remaining Live Oak Bancshares position as of Q2 2026 after selling out during the quarter.
Ohio Public Employees Retirement System (OPERS) sold 7,481 Live Oak Bancshares shares in Q2 2026, an estimated $247K.
Ohio Public Employees Retirement System (OPERS) first reported a position in Live Oak Bancshares in Q1 2020 and held it in 13 quarters.
Ohio Public Employees Retirement System (OPERS)'s Live Oak Bancshares position peaked at $1.14M in Q4 2020.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2026, filed 17 Aug 2026.