Prudential Financial’s Live Oak Bancshares LOB Stock Holding History

Prudential Financial’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	$251K	Buy	+6,135	New	+$229K	﹤0.01%	2161
2024 Q1	–	Sell	-7,057	Closed	-$321K	–	2717
2023 Q4	$321K	Buy	+7,057	New	+$237K	﹤0.01%	2293
2022 Q1	–	Sell	-2,480	Closed	-$216K	–	2659
2021 Q4	$216K	Buy	+2,480	New	+$206K	﹤0.01%	2519
2020 Q1	–	Sell	-23,502	Closed	-$447K	–	2408
2019 Q4	$447K	Sell	23,502 -24,503	-51%	-$453K	﹤0.01%	2093
2019 Q3	$869K	Buy	+48,005	New	+$864K	﹤0.01%	1894
2019 Q2	–	Sell	-58,232	Closed	-$851K	–	2475
2019 Q1	$851K	Buy	58,232 +39,227	+206%	+$603K	﹤0.01%	1930
2018 Q4	$281K	Sell	19,005 -14,215	-43%	-$274K	﹤0.01%	2151
2018 Q3	$890K	Sell	33,220 -14,280	-30%	-$428K	﹤0.01%	1900
2018 Q2	$1.46M	Buy	47,500 +37,380	+369%	+$1.1M	﹤0.01%	1785
2018 Q1	$281K	Buy	+10,120	New	+$267K	﹤0.01%	2169

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prudential Financial's LOB Position: Q2 2026 in Review

Prudential Financial opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 6,135 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #2161 among its holdings. This is a return to the name: Prudential Financial previously reported a position in LOB as recently as Q4 2023.

Prudential Financial first reported a position in LOB in Q1 2018 and has held it in 10 quarters since. The position peaked at $1.46M in Q2 2018. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Prudential Financial held 6,135 shares of Live Oak Bancshares worth $251K as of Q2 2026.
Live Oak Bancshares was a new Prudential Financial position in Q2 2026.
Live Oak Bancshares made up ﹤0.01% of Prudential Financial's portfolio in Q2 2026, its #2161 holding.
Prudential Financial first reported a position in Live Oak Bancshares in Q1 2018 and has held it in 10 quarters since.
Prudential Financial's Live Oak Bancshares position peaked at $1.46M in Q2 2018.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Prudential Financial's 13F filing for Q2 2026, filed 12 Aug 2026.