Steve Schonfeld’s Live Oak Bancshares LOB Stock Holding History

Steve Schonfeld’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	–	Sell	-13,072	Closed	-$449K	–	2464
2025 Q4	$449K	Sell	13,072 -41,248	-76%	-$1.38M	﹤0.01%	1433
2025 Q3	$1.91M	Buy	54,320 +20,709	+62%	+$713K	0.01%	1058
2025 Q2	$1M	Buy	+33,611	New	+$907K	0.01%	1309
2023 Q2	–	Sell	-41,100	Closed	-$1M	–	2344
2023 Q1	$1M	Buy	+41,100	New	+$1.29M	0.01%	960
2022 Q2	–	Sell	-4,500	Closed	-$229K	–	2783
2022 Q1	$229K	Buy	+4,500	New	+$288K	﹤0.01%	1858
2021 Q3	–	Sell	-6,398	Closed	-$377K	–	2326
2021 Q2	$377K	Buy	+6,398	New	+$401K	﹤0.01%	1338
2018 Q2	–	Sell	-12,226	Closed	-$340K	–	873
2018 Q1	$340K	Buy	+12,226	New	+$323K	0.03%	563

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

SAM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Steve Schonfeld's LOB Position: Q1 2026 in Review

Steve Schonfeld sold out of Live Oak Bancshares (LOB) in Q1 2026, closing a stake of 13,072 shares — an estimated $449K sold.

Steve Schonfeld first reported a position in LOB in Q1 2018 and held it in 7 quarters. The position peaked at $1.91M in Q3 2025. 228 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

Steve Schonfeld reported no remaining Live Oak Bancshares position as of Q1 2026 after selling out during the quarter.
Steve Schonfeld sold 13,072 Live Oak Bancshares shares in Q1 2026, an estimated $449K.
Steve Schonfeld first reported a position in Live Oak Bancshares in Q1 2018 and held it in 7 quarters.
Steve Schonfeld's Live Oak Bancshares position peaked at $1.91M in Q3 2025.
228 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.