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Stephens Consulting’s Live Oak Bancshares LOB Stock Holding History

Stephens 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
2025
Q2 		– Sell
-15
Closed -$400 – 1633
2025
Q1 		$400 Buy
+15
New +$499 ﹤0.01% 1045

Other funds holding LOB

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stephens Consulting's LOB Position: Q2 2025 in Review

Stephens Consulting sold out of Live Oak Bancshares (LOB) in Q2 2025, closing a stake of 15 shares — an estimated $400 sold.

Stephens Consulting first reported a position in LOB in Q1 2025 and held it in 1 quarter. The position peaked at $400 in Q1 2025. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

  • Stephens Consulting reported no remaining Live Oak Bancshares position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 Live Oak Bancshares shares in Q2 2025, an estimated $400.
  • Stephens Consulting first reported a position in Live Oak Bancshares in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Live Oak Bancshares position peaked at $400 in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.