R Squared’s Live Oak Bancshares LOB Stock Holding History

R Squared’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 Q1	–	Sell	-590	Closed	-$23.3K	–	954
2024 Q4	$23.3K	Buy	+590	New	+$26.6K	0.02%	807

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

R Squared's LOB Position: Q1 2025 in Review

R Squared sold out of Live Oak Bancshares (LOB) in Q1 2025, closing a stake of 590 shares — an estimated $23.3K sold.

R Squared first reported a position in LOB in Q4 2024 and held it in 1 quarter. The position peaked at $23.3K in Q4 2024. 223 funds tracked by Wall St. Rank hold LOB as of Q1 2025.

R Squared reported no remaining Live Oak Bancshares position as of Q1 2025 after selling out during the quarter.
R Squared sold 590 Live Oak Bancshares shares in Q1 2025, an estimated $23.3K.
R Squared first reported a position in Live Oak Bancshares in Q4 2024 and held it in 1 quarter.
R Squared's Live Oak Bancshares position peaked at $23.3K in Q4 2024.
223 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.