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
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
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