Sterling Capital Management’s Live Oak Bancshares LOB Stock Holding History

Sterling Capital 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	$17.8K	Sell	437 -330	-43%	-$12.3K	﹤0.01%	1939
2026 Q1	$25.4K	Sell	767 -491	-39%	-$18.1K	﹤0.01%	1914
2025 Q4	$43.2K	Sell	1,258 -161	-11%	-$5.39K	﹤0.01%	1850
2025 Q3	$50K	Buy	1,419 +841	+146%	+$29K	﹤0.01%	1752
2025 Q2	$17.2K	Buy	578 +469	+430%	+$12.7K	﹤0.01%	1849
2025 Q1	$2.91K	Sell	109 -76	-41%	-$2.53K	﹤0.01%	2425
2024 Q4	$7.32K	Buy	185 +140	+311%	+$6.3K	﹤0.01%	2298
2024 Q3	$2.13K	Buy	+45	New	+$1.88K	﹤0.01%	2157
2019 Q1	–	Sell	-31,720	Closed	-$470K	–	859
2018 Q4	$470K	Hold	31,720	–	–	0.01%	753
2018 Q3	$850K	Buy	31,720 +1,559	+5%	+$46.7K	0.01%	697
2018 Q2	$924K	Buy	30,161 +946	+3%	+$27.7K	0.01%	641
2018 Q1	$812K	Buy	+29,215	New	+$772K	0.01%	684

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sterling Capital Management's LOB Position: Q2 2026 in Review

Sterling Capital Management reduced its Live Oak Bancshares (LOB) stake by 43% in Q2 2026, selling an estimated $12.3K and leaving 437 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Sterling Capital Management first reported a position in LOB in Q1 2018 and has held it in 12 quarters since. The position peaked at $924K in Q2 2018. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

Sterling Capital Management held 437 shares of Live Oak Bancshares worth $17.8K as of Q2 2026.
Sterling Capital Management sold 330 Live Oak Bancshares shares in Q2 2026, an estimated $12.3K.
Live Oak Bancshares made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #1939 holding.
Sterling Capital Management first reported a position in Live Oak Bancshares in Q1 2018 and has held it in 12 quarters since.
Sterling Capital Management's Live Oak Bancshares position peaked at $924K in Q2 2018.
240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.