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SouthState Corp’s Live Oak Bancshares LOB Stock Holding History

SouthState Corp’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 		$10.2K Hold
250
– – ﹤0.01% 694
2026
Q1 		$8.27K Hold
250
– – ﹤0.01% 683
2025
Q4 		$8.59K Buy
+250
New +$8.37K ﹤0.01% 709
2025
Q2 		– Sell
-550
Closed -$14.7K – 1727
2025
Q1 		$14.7K Hold
550
– – ﹤0.01% 751
2024
Q4 		$21.8K Hold
550
– – ﹤0.01% 423
2024
Q3 		$26.1K Hold
550
– – ﹤0.01% 415
2024
Q2 		$19.3K Buy
+550
New +$19.5K ﹤0.01% 453
2018
Q1 		– Sell
-273,500
Closed -$6.52M – 274
2017
Q4 		$6.52M Buy
+273,500
New +$6.61M 0.7% 49

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

SouthState Corp's LOB Position: Q2 2026 in Review

SouthState Corp held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 250 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

SouthState Corp first reported a position in LOB in Q4 2017 and has held it in 8 quarters since. The position peaked at $6.52M in Q4 2017. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • SouthState Corp held 250 shares of Live Oak Bancshares worth $10.2K as of Q2 2026.
  • SouthState Corp left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #694 holding.
  • SouthState Corp first reported a position in Live Oak Bancshares in Q4 2017 and has held it in 8 quarters since.
  • SouthState Corp's Live Oak Bancshares position peaked at $6.52M in Q4 2017.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.