Smartleaf Asset Management
LOB icon

Smartleaf Asset Management’s Live Oak Bancshares LOB Stock Holding History

Smartleaf Asset Management’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 		$7.03K Hold
171
– – ﹤0.01% 2535
2026
Q1 		$5.53K Buy
171
+16
+10% +$590 ﹤0.01% 2613
2025
Q4 		$5.34K Hold
155
– – ﹤0.01% 2674
2025
Q3 		$5.55K Buy
155
+17
+12% +$586 ﹤0.01% 2342
2025
Q2 		$4.14K Sell
138
-24
-15% -$647 ﹤0.01% 2113
2025
Q1 		$4.3K Buy
162
+39
+32% +$1.3K ﹤0.01% 2244
2024
Q4 		$4.87K Buy
123
+17
+16% +$765 ﹤0.01% 2257
2024
Q3 		$5.03K Hold
106
– – ﹤0.01% 2118
2024
Q2 		$3.59K Buy
+106
New +$3.75K ﹤0.01% 1966

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 $9.7B AUM 55.7% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Southernsun Asset Management
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

Smartleaf Asset Management's LOB Position: Q2 2026 in Review

Smartleaf Asset Management held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 171 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

Smartleaf Asset Management first reported a position in LOB in Q2 2024 and has held it in 9 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Smartleaf Asset Management held 171 shares of Live Oak Bancshares worth $7.03K as of Q2 2026.
  • Smartleaf Asset Management left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2535 holding.
  • Smartleaf Asset Management first reported a position in Live Oak Bancshares in Q2 2024 and has held it in 9 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.