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Oppenheimer Asset Management’s Live Oak Bancshares LOB Stock Holding History

Oppenheimer 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 		$2M Buy
49,094
+628
+1% +$23.5K 0.02% 594
2026
Q1 		$1.6M Buy
48,466
+27,920
+136% +$1.03M 0.02% 603
2025
Q4 		$706K Buy
+20,546
New +$688K 0.01% 754

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

Oppenheimer Asset Management's LOB Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Live Oak Bancshares (LOB) stake by 1.3% in Q2 2026, buying an estimated $23.5K and bringing the position to 49,094 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #594.

Oppenheimer Asset Management first reported a position in LOB in Q4 2025 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Oppenheimer Asset Management held 49,094 shares of Live Oak Bancshares worth $2M as of Q2 2026.
  • Oppenheimer Asset Management bought 628 Live Oak Bancshares shares in Q2 2026, an estimated $23.5K.
  • Live Oak Bancshares made up 0.02% of Oppenheimer Asset Management's portfolio in Q2 2026, its #594 holding.
  • Oppenheimer Asset Management first reported a position in Live Oak Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.