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Profit Investment Management’s Live Oak Bancshares LOB Stock Holding History

Profit Investment 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
2025
Q4 		– Sell
-48,274
Closed -$1.7M – 49
2025
Q3 		$1.7M Sell
48,274
-22,861
-32% -$788K 2.14% 15
2025
Q2 		$2.12M Hold
71,135
– – 1.91% 21
2025
Q1 		$1.9M Hold
71,135
– – 1.76% 25
2024
Q4 		$2.81M Hold
71,135
– – 2.26% 11
2024
Q3 		$3.37M Sell
71,135
-48,820
-41% -$2.04M 2.65% 6
2024
Q2 		$4.21M Sell
119,955
-8,891
-7% -$315K 2.63% 8
2024
Q1 		$5.35M Hold
128,846
– – 3.02% 6
2023
Q4 		$5.86M Buy
128,846
+7,513
+6% +$252K 3.36% 3
2023
Q3 		$3.51M Buy
121,333
+34,497
+40% +$1.11M 2.48% 14
2023
Q2 		$2.28M Buy
86,836
+10,655
+14% +$251K 1.48% 26
2023
Q1 		$1.86M Hold
76,181
– – 1.23% 30
2022
Q4 		$2.3M Hold
76,181
– – 1.62% 26
2022
Q3 		$2.33M Buy
76,181
+38,992
+105% +$1.4M 1.78% 24
2022
Q2 		$1.26M Buy
+37,189
New +$1.54M 0.92% 34
2017
Q3 		– Sell
-9,319
Closed -$226K – 92
2017
Q2 		$226K Buy
+9,319
New +$223K 0.2% 92

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Profit Investment Management's LOB Position: Q4 2025 in Review

Profit Investment Management sold out of Live Oak Bancshares (LOB) in Q4 2025, closing a stake of 48,274 shares — an estimated $1.7M sold.

Profit Investment Management first reported a position in LOB in Q2 2017 and held it in 15 quarters. The position peaked at $5.86M in Q4 2023. 229 funds tracked by Wall St. Rank hold LOB as of Q4 2025.

  • Profit Investment Management reported no remaining Live Oak Bancshares position as of Q4 2025 after selling out during the quarter.
  • Profit Investment Management sold 48,274 Live Oak Bancshares shares in Q4 2025, an estimated $1.7M.
  • Profit Investment Management first reported a position in Live Oak Bancshares in Q2 2017 and held it in 15 quarters.
  • Profit Investment Management's Live Oak Bancshares position peaked at $5.86M in Q4 2023.
  • 229 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2025.

Based on Profit Investment Management's 13F filing for Q4 2025, filed 8 Jan 2026.