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PMC FIG Opportunities’s Live Oak Bancshares LOB Stock Holding History

PMC FIG Opportunities’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
Q1 		$804K Buy
24,307
+11,209
+86% +$413K 1.24% 26
2025
Q4 		$450K Sell
13,098
-57,609
-81% -$1.93M 0.71% 30
2025
Q3 		$2.49M Buy
70,707
+2,630
+4% +$90.6K 3.76% 11
2025
Q2 		$2.03M Buy
+68,077
New +$1.84M 2.99% 15

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PMC FIG Opportunities's LOB Position: Q1 2026 in Review

PMC FIG Opportunities increased its Live Oak Bancshares (LOB) stake by 86% in Q1 2026, buying an estimated $413K and bringing the position to 24,307 shares worth $804K. The position accounts for 1.24% of the portfolio, ranked #26.

PMC FIG Opportunities first reported a position in LOB in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.49M in Q3 2025. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • PMC FIG Opportunities held 24,307 shares of Live Oak Bancshares worth $804K as of Q1 2026.
  • PMC FIG Opportunities bought 11,209 Live Oak Bancshares shares in Q1 2026, an estimated $413K.
  • Live Oak Bancshares made up 1.24% of PMC FIG Opportunities's portfolio in Q1 2026, its #26 holding.
  • PMC FIG Opportunities first reported a position in Live Oak Bancshares in Q2 2025 and has held it in 4 quarters since.
  • PMC FIG Opportunities's Live Oak Bancshares position peaked at $2.49M in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on PMC FIG Opportunities's 13F filing for Q1 2026, filed 15 May 2026.