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Principal Securities’s Live Oak Bancshares LOB Stock Holding History

Principal Securities’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 		$216K Buy
+5,280
New +$197K ﹤0.01% 1482
2026
Q1 		– Sell
-7,009
Closed -$241K – 1453
2025
Q4 		$241K Buy
7,009
+1,392
+25% +$46.6K ﹤0.01% 1239
2025
Q3 		$198K Buy
5,617
+489
+10% +$16.8K ﹤0.01% 1287
2025
Q2 		$153K Buy
5,128
+2,128
+71% +$57.4K ﹤0.01% 1358
2025
Q1 		$119K Hold
3,000
– – ﹤0.01% 1354
2024
Q4 		$119K Buy
3,000
+1,498
+100% +$67.4K ﹤0.01% 1354
2024
Q3 		$71.2K Buy
1,502
+245
+19% +$10.2K ﹤0.01% 1547
2024
Q2 		$44.1K Buy
1,257
+1,248
+13,867% +$44.2K ﹤0.01% 1677
2024
Q1 		$374 Hold
9
– – ﹤0.01% 3175
2023
Q4 		$410 Buy
+9
New +$302 ﹤0.01% 3088

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 $3.37T AUM 44.26% 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

Principal Securities's LOB Position: Q2 2026 in Review

Principal Securities opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 5,280 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #1482 among its holdings. This is a return to the name: Principal Securities previously reported a position in LOB as recently as Q4 2025.

Principal Securities first reported a position in LOB in Q4 2023 and has held it in 10 quarters since. The position peaked at $241K in Q4 2025. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Principal Securities held 5,280 shares of Live Oak Bancshares worth $216K as of Q2 2026.
  • Live Oak Bancshares was a new Principal Securities position in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1482 holding.
  • Principal Securities first reported a position in Live Oak Bancshares in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Live Oak Bancshares position peaked at $241K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.