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Patriot Investment Management Group’s Live Oak Bancshares LOB Stock Holding History

Patriot Investment Management Group’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
-6,689
Closed -$221K – 242
2026
Q1 		$221K Sell
6,689
-2,289
-25% -$84.3K 0.01% 229
2025
Q4 		$308K Hold
8,978
– – 0.02% 202
2025
Q3 		$316K Hold
8,978
– – 0.02% 198
2025
Q2 		$268K Hold
8,978
– – 0.02% 215
2025
Q1 		$239K Hold
8,978
– – 0.02% 211
2024
Q4 		$355K Sell
8,978
-415
-4% -$18.7K 0.03% 186
2024
Q3 		$445K Hold
9,393
– – 0.03% 171
2024
Q2 		$329K Hold
9,393
– – 0.03% 192
2024
Q1 		$390K Sell
9,393
-25
-0.3% -$995 0.03% 184
2023
Q4 		$429K Sell
9,418
-8,165
-46% -$274K 0.04% 172
2023
Q3 		$509K Hold
17,583
– – 0.05% 153
2023
Q2 		$463K Hold
17,583
– – 0.04% 169
2023
Q1 		$428K Sell
17,583
-1,485
-8% -$46.6K 0.04% 178
2022
Q4 		$631K Hold
19,068
– – 0.05% 148
2022
Q3 		$583K Buy
19,068
+2,289
+14% +$82.1K 0.06% 145
2022
Q2 		$568K Buy
16,779
+1,392
+9% +$57.5K 0.06% 151
2022
Q1 		$783K Sell
15,387
-432
-3% -$27.6K 0.07% 133
2021
Q4 		$1.38M Sell
15,819
-21,200
-57% -$1.77M 0.12% 96
2021
Q3 		$2.35M Buy
37,019
+2,325
+7% +$138K 0.21% 57
2021
Q2 		$2.05M Buy
34,694
+25
+0.1% +$1.57K 0.19% 67
2021
Q1 		$2.37M Sell
34,669
-4,317
-11% -$226K 0.24% 57
2020
Q4 		$1.85M Buy
+38,986
New +$1.56M 0.28% 46
2020
Q3 		– Sell
-3,091
Closed -$44.9K – 452
2020
Q2 		$44.9K Buy
+3,091
New +$41.9K 0.01% 336

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

Patriot Investment Management Group's LOB Position: Q2 2026 in Review

Patriot Investment Management Group sold out of Live Oak Bancshares (LOB) in Q2 2026, closing a stake of 6,689 shares — an estimated $221K sold.

Patriot Investment Management Group first reported a position in LOB in Q2 2020 and held it in 23 quarters. The position peaked at $2.37M in Q1 2021. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Patriot Investment Management Group reported no remaining Live Oak Bancshares position as of Q2 2026 after selling out during the quarter.
  • Patriot Investment Management Group sold 6,689 Live Oak Bancshares shares in Q2 2026, an estimated $221K.
  • Patriot Investment Management Group first reported a position in Live Oak Bancshares in Q2 2020 and held it in 23 quarters.
  • Patriot Investment Management Group's Live Oak Bancshares position peaked at $2.37M in Q1 2021.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.