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Steward Financial Group’s Live Oak Bancshares LOB Stock Holding History

Steward Financial Group’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
2023
Q3 		$0 Buy
+28
New +$900 ﹤0.01% 1453
2023
Q1 		– Sell
-12
Closed – – 829
2022
Q4 		$0 Buy
+12
New +$383 ﹤0.01% 697
2022
Q3 		– Sell
-14
Closed – – 775
2022
Q2 		$0 Buy
+14
New +$579 ﹤0.01% 1192

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 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
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's LOB Position: Q3 2023 in Review

Steward Financial Group opened a new position in Live Oak Bancshares (LOB) in Q3 2023: 28 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1453 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in LOB as recently as Q4 2022.

Steward Financial Group first reported a position in LOB in Q2 2022 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold LOB as of Q3 2023.

  • Steward Financial Group held 28 shares of Live Oak Bancshares worth $0 as of Q3 2023.
  • Live Oak Bancshares was a new Steward Financial Group position in Q3 2023.
  • Live Oak Bancshares made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1453 holding.
  • Steward Financial Group first reported a position in Live Oak Bancshares in Q2 2022 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.