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State of Alaska Department of Revenue’s Live Oak Bancshares LOB Stock Holding History

State of Alaska Department of Revenue’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 		$317K Hold
7,786
– – ﹤0.01% 1558
2026
Q1 		$257K Hold
7,786
– – ﹤0.01% 1602
2025
Q4 		$266K Buy
7,786
+5,997
+335% +$201K ﹤0.01% 1610
2025
Q3 		$63K Buy
+1,789
New +$61.6K ﹤0.01% 1747

Other funds holding LOB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

State of Alaska Department of Revenue's LOB Position: Q2 2026 in Review

State of Alaska Department of Revenue held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 7,786 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

State of Alaska Department of Revenue first reported a position in LOB in Q3 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • State of Alaska Department of Revenue held 7,786 shares of Live Oak Bancshares worth $317K as of Q2 2026.
  • State of Alaska Department of Revenue left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of State of Alaska Department of Revenue's portfolio in Q2 2026, its #1558 holding.
  • State of Alaska Department of Revenue first reported a position in Live Oak Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on State of Alaska Department of Revenue's 13F filing for Q2 2026, filed 20 Jul 2026.