RhumbLine Advisers
LOB icon

RhumbLine Advisers’s Live Oak Bancshares LOB Stock Holding History

RhumbLine Advisers’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 		$2.04M Buy
49,849
+2,543
+5% +$95.1K ﹤0.01% 1925
2026
Q1 		$1.56M Buy
47,306
+1,397
+3% +$51.5K ﹤0.01% 1983
2025
Q4 		$1.58M Sell
45,909
-7,786
-15% -$261K ﹤0.01% 2000
2025
Q3 		$1.89M Sell
53,695
-1,679
-3% -$57.8K ﹤0.01% 1943
2025
Q2 		$1.65M Buy
55,374
+4,944
+10% +$133K ﹤0.01% 1987
2025
Q1 		$1.34M Buy
50,430
+328
+0.7% +$10.9K ﹤0.01% 2029
2024
Q4 		$1.98M Buy
50,102
+722
+1% +$32.5K ﹤0.01% 1882
2024
Q3 		$2.34M Sell
49,380
-1,405
-3% -$58.8K ﹤0.01% 1819
2024
Q2 		$1.78M Sell
50,785
-3,448
-6% -$122K ﹤0.01% 1946
2024
Q1 		$2.25M Buy
54,233
+690
+1% +$27.5K ﹤0.01% 1855
2023
Q4 		$2.44M Buy
53,543
+13
+0% +$436 ﹤0.01% 1813
2023
Q3 		$1.55M Buy
53,530
+869
+2% +$27.9K ﹤0.01% 1986
2023
Q2 		$1.39M Buy
52,661
+5,875
+13% +$138K ﹤0.01% 2122
2023
Q1 		$1.14M Buy
46,786
+722
+2% +$22.6K ﹤0.01% 2067
2022
Q4 		$1.39M Buy
46,064
+2,814
+7% +$89.8K ﹤0.01% 1973
2022
Q3 		$1.32M Buy
43,250
+3,022
+8% +$108K ﹤0.01% 1993
2022
Q2 		$1.36M Buy
40,228
+7,256
+22% +$300K ﹤0.01% 1972
2022
Q1 		$1.68M Buy
32,972
+853
+3% +$54.6K ﹤0.01% 1900
2021
Q4 		$2.8M Sell
32,119
-546
-2% -$45.5K ﹤0.01% 1705
2021
Q3 		$2.08M Buy
32,665
+1,318
+4% +$78.1K ﹤0.01% 1891
2021
Q2 		$1.85M Sell
31,347
-14,228
-31% -$893K ﹤0.01% 1989
2021
Q1 		$3.12M Sell
45,575
-3,497
-7% -$183K ﹤0.01% 1669
2020
Q4 		$2.33M Buy
49,072
+7,744
+19% +$310K ﹤0.01% 1780
2020
Q3 		$1.05M Sell
41,328
-6,503
-14% -$127K ﹤0.01% 1979
2020
Q2 		$694K Buy
47,831
+5,706
+14% +$77.4K ﹤0.01% 2196
2020
Q1 		$525K Buy
42,125
+1,135
+3% +$18K ﹤0.01% 2143
2019
Q4 		$779K Buy
40,990
+369
+0.9% +$6.82K ﹤0.01% 2193
2019
Q3 		$735K Buy
40,621
+3,291
+9% +$59.2K ﹤0.01% 2177
2019
Q2 		$640K Buy
37,330
+2,589
+7% +$42.5K ﹤0.01% 2260
2019
Q1 		$508K Sell
34,741
-550
-2% -$8.45K ﹤0.01% 2323
2018
Q4 		$523K Buy
35,291
+10,890
+45% +$210K ﹤0.01% 2279
2018
Q3 		$654K Sell
24,401
-1,101
-4% -$33K ﹤0.01% 2177
2018
Q2 		$782K Buy
25,502
+5,150
+25% +$151K ﹤0.01% 2124
2018
Q1 		$566K Buy
20,352
+1,385
+7% +$36.6K ﹤0.01% 2165
2017
Q4 		$452K Sell
18,967
-2,422
-11% -$58.5K ﹤0.01% 2274
2017
Q3 		$502K Buy
21,389
+395
+2% +$9.23K ﹤0.01% 2303
2017
Q2 		$508K Buy
20,994
+945
+5% +$22.6K ﹤0.01% 2293
2017
Q1 		$434K Buy
20,049
+996
+5% +$21.1K ﹤0.01% 2313
2016
Q4 		$352K Buy
19,053
+4,039
+27% +$67K ﹤0.01% 2412
2016
Q3 		$217K Buy
15,014
+4,400
+41% +$61.5K ﹤0.01% 2635
2016
Q2 		$150K Buy
+10,614
New +$162K ﹤0.01% 2832

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 $3.38T AUM 44.17% 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

RhumbLine Advisers's LOB Position: Q2 2026 in Review

RhumbLine Advisers increased its Live Oak Bancshares (LOB) stake by 5.4% in Q2 2026, buying an estimated $95.1K and bringing the position to 49,849 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

RhumbLine Advisers first reported a position in LOB in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.12M in Q1 2021. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • RhumbLine Advisers held 49,849 shares of Live Oak Bancshares worth $2.04M as of Q2 2026.
  • RhumbLine Advisers bought 2,543 Live Oak Bancshares shares in Q2 2026, an estimated $95.1K.
  • Live Oak Bancshares made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #1925 holding.
  • RhumbLine Advisers first reported a position in Live Oak Bancshares in Q2 2016 and has held it in 41 quarters since.
  • RhumbLine Advisers's Live Oak Bancshares position peaked at $3.12M in Q1 2021.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.