Simplex Trading
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Simplex Trading’s Live Oak Bancshares LOB Stock Holding History

Simplex Trading’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 		– Sell
-2,204
Closed -$72.9K – 9874
2026
Q1 		$72.9K Buy
+2,204
New +$81.2K ﹤0.01% 5450
2025
Q3 		– Sell
-135
Closed -$4K – 9590
2025
Q2 		$4K Buy
+135
New +$3.64K ﹤0.01% 7858
2025
Q1 		– Sell
-1,097
Closed -$36.5K – 9145
2024
Q4 		$43K Buy
+1,097
New +$49.4K ﹤0.01% 6028
2023
Q1 		– Sell
-433
Closed -$13.6K – 9653
2022
Q4 		$13K Sell
433
-159
-27% -$5.08K ﹤0.01% 7294
2022
Q3 		$18K Sell
592
-10
-2% -$359 ﹤0.01% 7626
2022
Q2 		$20K Buy
+602
New +$24.9K ﹤0.01% 7617
2021
Q4 		– Sell
-2,158
Closed -$180K – 10986
2021
Q3 		$129K Hold
2,158
– – ﹤0.01% 6259
2021
Q2 		$127K Buy
+2,158
New +$135K ﹤0.01% 6385
2020
Q4 		– Sell
-2,819
Closed -$113K – 8751
2020
Q3 		$71K Buy
+2,819
New +$54.9K ﹤0.01% 5264
2020
Q2 		– Sell
-14,175
Closed -$192K – 8005
2020
Q1 		$176K Buy
14,175
+11,779
+492% +$186K ﹤0.01% 3743
2019
Q4 		$45K Buy
2,396
+1,678
+234% +$31K ﹤0.01% 5287
2019
Q3 		$12K Sell
718
-5,869
-89% -$106K ﹤0.01% 6145
2019
Q2 		$112K Buy
6,587
+5,612
+576% +$92.2K ﹤0.01% 4065
2019
Q1 		$14K Buy
975
+548
+128% +$8.42K ﹤0.01% 5940
2018
Q4 		$6K Buy
+427
New +$8.23K ﹤0.01% 6136

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

Simplex Trading's LOB Position: Q2 2026 in Review

Simplex Trading sold out of Live Oak Bancshares (LOB) in Q2 2026, closing a stake of 2,204 shares — an estimated $72.9K sold.

Simplex Trading first reported a position in LOB in Q4 2018 and held it in 15 quarters. The position peaked at $176K in Q1 2020. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Simplex Trading reported no remaining Live Oak Bancshares position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 2,204 Live Oak Bancshares shares in Q2 2026, an estimated $72.9K.
  • Simplex Trading first reported a position in Live Oak Bancshares in Q4 2018 and held it in 15 quarters.
  • Simplex Trading's Live Oak Bancshares position peaked at $176K in Q1 2020.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.