Simplex Trading
LOB icon

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
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 $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

Simplex Trading's LOB Position: Q1 2026 in Review

Simplex Trading opened a new position in Live Oak Bancshares (LOB) in Q1 2026: 2,204 shares worth $72.9K. The stake represents ﹤0.01% of the portfolio and ranks #5450 among its holdings. This is a return to the name: Simplex Trading previously reported a position in LOB as recently as Q2 2025.

Simplex Trading first reported a position in LOB in Q4 2018 and has held it in 15 quarters since. The position peaked at $176K in Q1 2020. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Simplex Trading held 2,204 shares of Live Oak Bancshares worth $72.9K as of Q1 2026.
  • Live Oak Bancshares was a new Simplex Trading position in Q1 2026.
  • Live Oak Bancshares made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5450 holding.
  • Simplex Trading first reported a position in Live Oak Bancshares in Q4 2018 and has held it in 15 quarters since.
  • Simplex Trading's Live Oak Bancshares position peaked at $176K in Q1 2020.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.