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Rothschild Investment LLC’s Live Oak Bancshares LOB Stock Holding History

Rothschild Investment LLC’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 		$4.9K Buy
120
+36
+43% +$1.35K ﹤0.01% 2271
2026
Q1 		$2.78K Buy
84
+10
+14% +$368 ﹤0.01% 2384
2025
Q4 		$2.54K Buy
74
+4
+6% +$134 ﹤0.01% 2245
2025
Q3 		$2.46K Sell
70
-15
-18% -$517 ﹤0.01% 2099
2025
Q2 		$2.53K Buy
85
+30
+55% +$809 ﹤0.01% 1900
2025
Q1 		$1.47K Buy
55
+10
+22% +$332 ﹤0.01% 2100
2024
Q4 		$1.78K Buy
45
+5
+13% +$225 ﹤0.01% 1876
2024
Q3 		$1.9K Buy
40
+30
+300% +$1.25K ﹤0.01% 1755
2024
Q2 		$351 Buy
10
+5
+100% +$177 ﹤0.01% 2218
2024
Q1 		$208 Buy
+5
New +$199 ﹤0.01% 1728

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

Rothschild Investment LLC's LOB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Live Oak Bancshares (LOB) stake by 43% in Q2 2026, buying an estimated $1.35K and bringing the position to 120 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2271.

Rothschild Investment LLC first reported a position in LOB in Q1 2024 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Rothschild Investment LLC held 120 shares of Live Oak Bancshares worth $4.9K as of Q2 2026.
  • Rothschild Investment LLC bought 36 Live Oak Bancshares shares in Q2 2026, an estimated $1.35K.
  • Live Oak Bancshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2271 holding.
  • Rothschild Investment LLC first reported a position in Live Oak Bancshares in Q1 2024 and has held it in 10 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.