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Quantbot Technologies’s Live Oak Bancshares LOB Stock Holding History

Quantbot Technologies’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 		$266K Sell
6,519
-13,968
-68% -$522K 0.01% 1168
2026
Q1 		$678K Sell
20,487
-17,405
-46% -$641K 0.03% 747
2025
Q4 		$1.3M Sell
37,892
-5,907
-13% -$198K 0.04% 590
2025
Q3 		$1.54M Sell
43,799
-3,918
-8% -$135K 0.04% 629
2025
Q2 		$1.42M Sell
47,717
-16,004
-25% -$432K 0.04% 646
2025
Q1 		$1.7M Buy
63,721
+47,181
+285% +$1.57M 0.05% 501
2024
Q4 		$654K Buy
+16,540
New +$744K 0.02% 765
2024
Q3 		– Sell
-6,793
Closed -$238K – 1674
2024
Q2 		$238K Sell
6,793
-174
-2% -$6.16K 0.01% 925
2024
Q1 		$289K Buy
+6,967
New +$277K 0.02% 903
2023
Q4 		– Sell
-7,637
Closed -$221K – 1809
2023
Q3 		$221K Buy
7,637
+2,398
+46% +$77.1K 0.01% 874
2023
Q2 		$138K Buy
+5,239
New +$123K 0.01% 1094
2023
Q1 		– Sell
-466
Closed -$14.1K – 1837
2022
Q4 		$14.1K Sell
466
-5,211
-92% -$166K ﹤0.01% 1481
2022
Q3 		$173K Sell
5,677
-1,560
-22% -$56K 0.01% 934
2022
Q2 		$245K Sell
7,237
-2,450
-25% -$101K 0.02% 842
2022
Q1 		$492K Buy
9,687
+5,786
+148% +$370K 0.04% 578
2021
Q4 		$340K Buy
3,901
+2,944
+308% +$245K 0.03% 616
2021
Q3 		$60K Sell
957
-9,082
-90% -$538K ﹤0.01% 1072
2021
Q2 		$592K Buy
+10,039
New +$630K 0.05% 502
2020
Q3 		– Sell
-400
Closed -$5K – 1486
2020
Q2 		$5K Buy
+400
New +$5.42K ﹤0.01% 1011

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

Quantbot Technologies's LOB Position: Q2 2026 in Review

Quantbot Technologies reduced its Live Oak Bancshares (LOB) stake by 68% in Q2 2026, selling an estimated $522K and leaving 6,519 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #1168.

Quantbot Technologies first reported a position in LOB in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.7M in Q1 2025. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Quantbot Technologies held 6,519 shares of Live Oak Bancshares worth $266K as of Q2 2026.
  • Quantbot Technologies sold 13,968 Live Oak Bancshares shares in Q2 2026, an estimated $522K.
  • Live Oak Bancshares made up 0.01% of Quantbot Technologies's portfolio in Q2 2026, its #1168 holding.
  • Quantbot Technologies first reported a position in Live Oak Bancshares in Q2 2020 and has held it in 19 quarters since.
  • Quantbot Technologies's Live Oak Bancshares position peaked at $1.7M in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Quantbot Technologies's 13F filing for Q2 2026, filed 12 Aug 2026.