Qube Research & Technologies (QRT)
LOB icon

Qube Research & Technologies (QRT)’s Live Oak Bancshares LOB Stock Holding History

Qube Research & Technologies (QRT)’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 		$2.7M Buy
+66,187
New +$2.47M ﹤0.01% 1989
2025
Q4 		– Sell
-12,630
Closed -$445K – 3907
2025
Q3 		$445K Sell
12,630
-209,863
-94% -$7.23M ﹤0.01% 2749
2025
Q2 		$6.63M Sell
222,493
-60,211
-21% -$1.62M 0.01% 1544
2025
Q1 		$7.54M Buy
282,704
+184,090
+187% +$6.12M 0.01% 1303
2024
Q4 		$3.9M Buy
98,614
+15,366
+18% +$692K 0.01% 1609
2024
Q3 		$3.94M Buy
83,248
+4,451
+6% +$186K 0.01% 1504
2024
Q2 		$2.76M Buy
78,797
+31,720
+67% +$1.12M ﹤0.01% 1494
2024
Q1 		$1.95M Buy
47,077
+26,531
+129% +$1.06M ﹤0.01% 1776
2023
Q4 		$935K Buy
20,546
+12,466
+154% +$418K ﹤0.01% 1969
2023
Q3 		$234K Buy
+8,080
New +$260K ﹤0.01% 2343
2023
Q2 		– Sell
-33,762
Closed -$823K – 2737
2023
Q1 		$823K Buy
+33,762
New +$1.06M ﹤0.01% 1367
2021
Q3 		– Sell
-7,285
Closed -$430K – 2535
2021
Q2 		$430K Buy
+7,285
New +$457K ﹤0.01% 1355
2018
Q4 		– Sell
-225
Closed -$6K – 633
2018
Q3 		$6K Buy
225
+200
+800% +$5.99K ﹤0.01% 1012
2018
Q2 		$1K Buy
+25
New +$733 ﹤0.01% 821

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

Qube Research & Technologies (QRT)'s LOB Position: Q2 2026 in Review

Qube Research & Technologies (QRT) opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 66,187 shares worth $2.7M. The stake represents ﹤0.01% of the portfolio and ranks #1989 among its holdings. This is a return to the name: Qube Research & Technologies (QRT) previously reported a position in LOB as recently as Q3 2025.

Qube Research & Technologies (QRT) first reported a position in LOB in Q2 2018 and has held it in 14 quarters since. The position peaked at $7.54M in Q1 2025. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Qube Research & Technologies (QRT) held 66,187 shares of Live Oak Bancshares worth $2.7M as of Q2 2026.
  • Live Oak Bancshares was a new Qube Research & Technologies (QRT) position in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #1989 holding.
  • Qube Research & Technologies (QRT) first reported a position in Live Oak Bancshares in Q2 2018 and has held it in 14 quarters since.
  • Qube Research & Technologies (QRT)'s Live Oak Bancshares position peaked at $7.54M in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.