SIC
LOB icon

SJS Investment Consulting’s Live Oak Bancshares LOB Stock Holding History

SJS Investment Consulting’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 		$1.59K Sell
39
-48
-55% -$1.79K ﹤0.01% 1862
2026
Q1 		$2.88K Buy
87
+83
+2,075% +$3.06K ﹤0.01% 1181
2025
Q4 		$138 Hold
4
– – ﹤0.01% 1896
2025
Q3 		$141 Hold
4
– – ﹤0.01% 1542
2025
Q2 		$120 Sell
4
-3
-43% -$81 ﹤0.01% 1461
2025
Q1 		$187 Sell
7
-1
-13% -$33 ﹤0.01% 1457
2024
Q4 		$317 Sell
8
-1
-11% -$45 ﹤0.01% 1378
2024
Q3 		$427 Sell
9
-1
-10% -$42 ﹤0.01% 1372
2024
Q2 		$351 Sell
10
-1
-9% -$35 ﹤0.01% 1397
2024
Q1 		$457 Hold
11
– – ﹤0.01% 1313
2023
Q4 		$501 Buy
11
+3
+38% +$101 ﹤0.01% 1252
2023
Q3 		$232 Hold
8
– – ﹤0.01% 1431
2023
Q2 		$211 Buy
8
+7
+700% +$165 ﹤0.01% 1395
2023
Q1 		$25 Sell
1
-66
-99% -$2.07K ﹤0.01% 1554
2022
Q4 		$2.02K Buy
67
+63
+1,575% +$2.01K ﹤0.01% 622
2022
Q3 		$0 Buy
+4
New +$143 ﹤0.01% 1318
2022
Q1 		$0 Buy
+1
New +$64 ﹤0.01% 1076

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 $3.37T AUM 44.26% 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

SJS Investment Consulting's LOB Position: Q2 2026 in Review

SJS Investment Consulting reduced its Live Oak Bancshares (LOB) stake by 55% in Q2 2026, selling an estimated $1.79K and leaving 39 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

SJS Investment Consulting first reported a position in LOB in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.88K in Q1 2026. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • SJS Investment Consulting held 39 shares of Live Oak Bancshares worth $1.59K as of Q2 2026.
  • SJS Investment Consulting sold 48 Live Oak Bancshares shares in Q2 2026, an estimated $1.79K.
  • Live Oak Bancshares made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1862 holding.
  • SJS Investment Consulting first reported a position in Live Oak Bancshares in Q1 2022 and has held it in 17 quarters since.
  • SJS Investment Consulting's Live Oak Bancshares position peaked at $2.88K in Q1 2026.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.