Principal Financial Group
LOB icon

Principal Financial Group’s Live Oak Bancshares LOB Stock Holding History

Principal Financial 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
2025
Q2 		– Sell
-26,437
Closed -$705K – 2279
2025
Q1 		$705K Buy
26,437
+298
+1% +$9.91K ﹤0.01% 1890
2024
Q4 		$1.03M Buy
26,139
+2,340
+10% +$105K ﹤0.01% 1870
2024
Q3 		$1.13M Sell
23,799
-2,272
-9% -$95K ﹤0.01% 1839
2024
Q2 		$914K Buy
26,071
+3,441
+15% +$122K ﹤0.01% 1871
2024
Q1 		$939K Buy
+22,630
New +$901K ﹤0.01% 1874
2022
Q2 		– Sell
-5,793
Closed -$295K – 2589
2022
Q1 		$295K Buy
5,793
+367
+7% +$23.5K ﹤0.01% 2242
2021
Q4 		$474K Sell
5,426
-1,191
-18% -$99.2K ﹤0.01% 2139
2021
Q3 		$421K Buy
6,617
+1,577
+31% +$93.5K ﹤0.01% 2217
2021
Q2 		$297K Buy
+5,040
New +$316K ﹤0.01% 2359
2019
Q4 		– Sell
-13,901
Closed -$252K – 2256
2019
Q3 		$252K Buy
13,901
+928
+7% +$16.7K ﹤0.01% 2092
2019
Q2 		$222K Sell
12,973
-1,571
-11% -$25.8K ﹤0.01% 2125
2019
Q1 		$212K Sell
14,544
-65
-0.4% -$999 ﹤0.01% 2114
2018
Q4 		$216K Buy
14,609
+6,133
+72% +$118K ﹤0.01% 2115
2018
Q3 		$227K Buy
8,476
+123
+1% +$3.68K ﹤0.01% 2141
2018
Q2 		$256K Sell
8,353
-2,218
-21% -$65K ﹤0.01% 2111
2018
Q1 		$294K Buy
10,571
+987
+10% +$26.1K ﹤0.01% 2027
2017
Q4 		$229K Buy
+9,584
New +$231K ﹤0.01% 2110

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Principal Financial Group's LOB Position: Q2 2025 in Review

Principal Financial Group sold out of Live Oak Bancshares (LOB) in Q2 2025, closing a stake of 26,437 shares — an estimated $705K sold.

Principal Financial Group first reported a position in LOB in Q4 2017 and held it in 17 quarters. The position peaked at $1.13M in Q3 2024. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

  • Principal Financial Group reported no remaining Live Oak Bancshares position as of Q2 2025 after selling out during the quarter.
  • Principal Financial Group sold 26,437 Live Oak Bancshares shares in Q2 2025, an estimated $705K.
  • Principal Financial Group first reported a position in Live Oak Bancshares in Q4 2017 and held it in 17 quarters.
  • Principal Financial Group's Live Oak Bancshares position peaked at $1.13M in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on Principal Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.