Qube Research & Technologies (QRT)
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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
2025
Q4 		– Sell
-12,630
Closed -$445K – 3954
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 – 2741
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.38B AUM 24.47% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return