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SBI Securities’s Live Oak Bancshares LOB Stock Holding History

SBI Securities’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 		$5.23K Hold
128
– – ﹤0.01% 2155
2026
Q1 		$4.23K Hold
128
– – ﹤0.01% 2103
2025
Q4 		$4.4K Hold
128
– – ﹤0.01% 2076
2025
Q3 		$4.51K Hold
128
– – ﹤0.01% 2089
2025
Q2 		$3.81K Hold
128
– – ﹤0.01% 2118
2025
Q1 		$3.41K Hold
128
– – ﹤0.01% 2059
2024
Q4 		$5.06K Buy
+128
New +$5.76K ﹤0.01% 1917

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

SBI Securities's LOB Position: Q2 2026 in Review

SBI Securities held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 128 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

SBI Securities first reported a position in LOB in Q4 2024 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • SBI Securities held 128 shares of Live Oak Bancshares worth $5.23K as of Q2 2026.
  • SBI Securities left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2155 holding.
  • SBI Securities first reported a position in Live Oak Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.