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Sanctuary Advisors’s Live Oak Bancshares LOB Stock Holding History

Sanctuary Advisors’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 		$439K Buy
10,751
+23
+0.2% +$860 ﹤0.01% 2061
2026
Q1 		$355K Buy
10,728
+1,730
+19% +$63.7K ﹤0.01% 1993
2025
Q4 		$309K Buy
8,998
+136
+2% +$4.55K ﹤0.01% 1989
2025
Q3 		$312K Buy
8,862
+11
+0.1% +$379 ﹤0.01% 1983
2025
Q2 		$264K Buy
8,851
+109
+1% +$2.94K ﹤0.01% 1991
2025
Q1 		$233K Sell
8,742
-233
-3% -$7.75K ﹤0.01% 1950
2024
Q4 		$318K Buy
8,975
+1,038
+13% +$46.7K ﹤0.01% 1958
2024
Q3 		$379K Buy
+7,937
New +$332K ﹤0.01% 1867

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

Sanctuary Advisors's LOB Position: Q2 2026 in Review

Sanctuary Advisors increased its Live Oak Bancshares (LOB) stake by 0.21% in Q2 2026, buying an estimated $860 and bringing the position to 10,751 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Sanctuary Advisors first reported a position in LOB in Q3 2024 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Sanctuary Advisors held 10,751 shares of Live Oak Bancshares worth $439K as of Q2 2026.
  • Sanctuary Advisors bought 23 Live Oak Bancshares shares in Q2 2026, an estimated $860.
  • Live Oak Bancshares made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2061 holding.
  • Sanctuary Advisors first reported a position in Live Oak Bancshares in Q3 2024 and has held it in 8 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.