Royal Bank of Canada
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Royal Bank of Canada’s Live Oak Bancshares LOB Stock Holding History

Royal Bank of Canada’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
2024
Q2 		– Sell
-24,900
Closed -$1.03M – 7325
2024
Q1 		$1.03M Hold
24,900
– – ﹤0.01% 3444
2023
Q4 		$1.13M Buy
+24,900
New +$836K ﹤0.01% 3571
2022
Q3 		– Sell
-20,000
Closed -$678K – 7658
2022
Q2 		$678K Hold
20,000
– – ﹤0.01% 3822
2022
Q1 		$1.02M Buy
+20,000
New +$1.28M ﹤0.01% 3624

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 $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada's LOB Position: Q1 2026 in Review

Royal Bank of Canada increased its Live Oak Bancshares (LOB) stake by 53% in Q1 2026, buying an estimated $962K and bringing the position to 75,125 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2927.

Royal Bank of Canada first reported a position in LOB in Q3 2015 and has held it in 39 quarters since. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Royal Bank of Canada held 75,125 shares of Live Oak Bancshares worth $2.48M as of Q1 2026.
  • Royal Bank of Canada bought 26,116 Live Oak Bancshares shares in Q1 2026, an estimated $962K.
  • Live Oak Bancshares made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2927 holding.
  • Royal Bank of Canada first reported a position in Live Oak Bancshares in Q3 2015 and has held it in 39 quarters since.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.