SG Americas Securities
LOB icon

SG Americas Securities’s Live Oak Bancshares LOB Stock Holding History

SG Americas 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
Q1 		$1.24M Buy
37,567
+20,007
+114% +$737K ﹤0.01% 1619
2025
Q4 		$603K Sell
17,560
-6,072
-26% -$203K ﹤0.01% 2380
2025
Q3 		$832K Buy
23,632
+15,123
+178% +$521K ﹤0.01% 1645
2025
Q2 		$254K Buy
8,509
+1,110
+15% +$29.9K ﹤0.01% 2123
2025
Q1 		$197K Buy
7,399
+3,242
+78% +$108K ﹤0.01% 2540
2024
Q4 		$164K Sell
4,157
-10,136
-71% -$456K ﹤0.01% 2339
2024
Q3 		$677K Buy
14,293
+8,011
+128% +$335K ﹤0.01% 1425
2024
Q2 		$220K Buy
6,282
+2,300
+58% +$81.4K ﹤0.01% 2126
2024
Q1 		$165K Buy
+3,982
New +$159K ﹤0.01% 2123
2023
Q4 		– Sell
-14,506
Closed -$420K – 3290
2023
Q3 		$420K Buy
+14,506
New +$466K ﹤0.01% 1892
2023
Q2 		– Sell
-25,058
Closed -$611K – 2776
2023
Q1 		$611K Buy
25,058
+19,945
+390% +$626K 0.01% 1557
2022
Q4 		$154K Sell
5,113
-18,141
-78% -$579K ﹤0.01% 2412
2022
Q3 		$712K Buy
23,254
+9,504
+69% +$341K 0.01% 1243
2022
Q2 		$466K Buy
13,750
+2,562
+23% +$106K 0.01% 2019
2022
Q1 		$569K Buy
11,188
+3,332
+42% +$213K ﹤0.01% 1803
2021
Q4 		$686K Sell
7,856
-2,086
-21% -$174K ﹤0.01% 1924
2021
Q3 		$633K Buy
9,942
+8,214
+475% +$487K ﹤0.01% 2305
2021
Q2 		$102K Sell
1,728
-2,403
-58% -$151K ﹤0.01% 2671
2021
Q1 		$283K Sell
4,131
-1,192
-22% -$62.5K ﹤0.01% 2428
2020
Q4 		$253K Sell
5,323
-4,163
-44% -$167K ﹤0.01% 2488
2020
Q3 		$240K Sell
9,486
-12,730
-57% -$248K ﹤0.01% 2049
2020
Q2 		$322K Buy
22,216
+3,488
+19% +$47.3K ﹤0.01% 2466
2020
Q1 		$234K Buy
+18,728
New +$296K ﹤0.01% 2398

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 $5.72T 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return

SG Americas Securities's LOB Position: Q1 2026 in Review

SG Americas Securities increased its Live Oak Bancshares (LOB) stake by 114% in Q1 2026, buying an estimated $737K and bringing the position to 37,567 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

SG Americas Securities first reported a position in LOB in Q1 2020 and has held it in 23 quarters since. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • SG Americas Securities held 37,567 shares of Live Oak Bancshares worth $1.24M as of Q1 2026.
  • SG Americas Securities bought 20,007 Live Oak Bancshares shares in Q1 2026, an estimated $737K.
  • Live Oak Bancshares made up ﹤0.01% of SG Americas Securities's portfolio in Q1 2026, its #1619 holding.
  • SG Americas Securities first reported a position in Live Oak Bancshares in Q1 2020 and has held it in 23 quarters since.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.