State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s Live Oak Bancshares LOB Stock Holding History

State of Wisconsin Investment Board’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 		$5.03M Buy
151,952
+12,187
+9% +$449K 0.01% 982
2025
Q4 		$4.8M Buy
139,765
+101,881
+269% +$3.41M 0.01% 1024
2025
Q3 		$1.33M Buy
37,884
+18,168
+92% +$626K ﹤0.01% 1506
2025
Q2 		$588K Buy
+19,716
New +$532K ﹤0.01% 1792
2024
Q4 		– Sell
-9,048
Closed -$429K – 2326
2024
Q3 		$429K Sell
9,048
-5,500
-38% -$230K ﹤0.01% 1936
2024
Q2 		$510K Buy
14,548
+1,297
+10% +$45.9K ﹤0.01% 1811
2024
Q1 		$550K Buy
13,251
+96
+0.7% +$3.82K ﹤0.01% 1700
2023
Q4 		$599K Sell
13,155
-10,193
-44% -$342K ﹤0.01% 1623
2023
Q3 		$676K Sell
23,348
-2,574
-10% -$82.8K ﹤0.01% 1560
2023
Q2 		$682K Sell
25,922
-12,432
-32% -$293K ﹤0.01% 1653
2023
Q1 		$935K Buy
38,354
+8,952
+30% +$281K ﹤0.01% 1506
2022
Q4 		$888K Buy
29,402
+4,378
+17% +$140K ﹤0.01% 1554
2022
Q3 		$766K Sell
25,024
-2,040
-8% -$73.2K ﹤0.01% 1694
2022
Q2 		$917K Buy
+27,064
New +$1.12M ﹤0.01% 1689
2022
Q1 		– Sell
-3,900
Closed -$340K – 2380
2021
Q4 		$340K Sell
3,900
-900
-19% -$74.9K ﹤0.01% 1854
2021
Q3 		$305K Hold
4,800
– – ﹤0.01% 1934
2021
Q2 		$283K Hold
4,800
– – ﹤0.01% 1970
2021
Q1 		$329K Sell
4,800
-1,800
-27% -$94.4K ﹤0.01% 1792
2020
Q4 		$313K Sell
6,600
-6,500
-50% -$261K ﹤0.01% 1819
2020
Q3 		$332K Buy
+13,100
New +$255K ﹤0.01% 1667

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 $5.72T 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

State of Wisconsin Investment Board's LOB Position: Q1 2026 in Review

State of Wisconsin Investment Board increased its Live Oak Bancshares (LOB) stake by 8.7% in Q1 2026, buying an estimated $449K and bringing the position to 151,952 shares worth $5.03M. The position accounts for 0.01% of the portfolio, ranked #982.

State of Wisconsin Investment Board first reported a position in LOB in Q3 2020 and has held it in 20 quarters since. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • State of Wisconsin Investment Board held 151,952 shares of Live Oak Bancshares worth $5.03M as of Q1 2026.
  • State of Wisconsin Investment Board bought 12,187 Live Oak Bancshares shares in Q1 2026, an estimated $449K.
  • Live Oak Bancshares made up 0.01% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #982 holding.
  • State of Wisconsin Investment Board first reported a position in Live Oak Bancshares in Q3 2020 and has held it in 20 quarters since.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.