Stifel Financial

Stifel Financial’s Live Oak Bancshares LOB Stock Holding History

Stifel Financial’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	$1.12M	Buy	33,855 +1,319	+4%	+$48.6K	﹤0.01%	2387
2025 Q4	$1.12M	Sell	32,536 -2,763	-8%	-$92.5K	﹤0.01%	2358
2025 Q3	$1.24M	Buy	35,299 +5,930	+20%	+$204K	﹤0.01%	2251
2025 Q2	$875K	Buy	29,369 +2,632	+10%	+$71K	﹤0.01%	2417
2025 Q1	$713K	Buy	26,737 +3,946	+17%	+$131K	﹤0.01%	2445
2024 Q4	$901K	Buy	22,791 +3,071	+16%	+$138K	﹤0.01%	2312
2024 Q3	$934K	Buy	19,720 +7,357	+60%	+$308K	﹤0.01%	2273
2024 Q2	$433K	Buy	+12,363	New	+$438K	﹤0.01%	2714
2023 Q1	–	Sell	-26,689	Closed	-$806K	–	3388
2022 Q4	$806K	Sell	26,689 -5,100	-16%	-$163K	﹤0.01%	2163
2022 Q3	$973K	Sell	31,789 -29	-0.1%	-$1.04K	﹤0.01%	1987
2022 Q2	$1.08M	Buy	+31,818	New	+$1.32M	﹤0.01%	1936
2022 Q1	–	Sell	-3,570	Closed	-$312K	–	3444
2021 Q4	$312K	Sell	3,570 -18,492	-84%	-$1.54M	﹤0.01%	2886
2021 Q3	$1.4M	Buy	22,062 +640	+3%	+$37.9K	﹤0.01%	1828
2021 Q2	$1.26M	Buy	+21,422	New	+$1.34M	﹤0.01%	1924

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 New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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