Schonfeld Strategic Advisors’s Live Oak Bancshares LOB Stock Holding History

Schonfeld Strategic 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 Q1	–	Sell	-13,072	Closed	-$449K	–	2474
2025 Q4	$449K	Sell	13,072 -41,248	-76%	-$1.38M	﹤0.01%	1433
2025 Q3	$1.91M	Buy	54,320 +20,709	+62%	+$713K	0.01%	1058
2025 Q2	$1M	Buy	+33,611	New	+$907K	0.01%	1309
2023 Q2	–	Sell	-41,100	Closed	-$1M	–	2351
2023 Q1	$1M	Buy	+41,100	New	+$1.29M	0.01%	960
2022 Q2	–	Sell	-4,500	Closed	-$229K	–	2788
2022 Q1	$229K	Buy	+4,500	New	+$288K	﹤0.01%	1858
2021 Q3	–	Sell	-6,398	Closed	-$377K	–	2339
2021 Q2	$377K	Buy	+6,398	New	+$401K	﹤0.01%	1338
2018 Q2	–	Sell	-12,226	Closed	-$340K	–	876
2018 Q1	$340K	Buy	+12,226	New	+$323K	0.03%	563

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return