Stifel Financial
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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
Q2 		$1.51M Buy
36,958
+3,103
+9% +$116K ﹤0.01% 2291
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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's LOB Position: Q2 2026 in Review

Stifel Financial increased its Live Oak Bancshares (LOB) stake by 9.2% in Q2 2026, buying an estimated $116K and bringing the position to 36,958 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

Stifel Financial first reported a position in LOB in Q2 2021 and has held it in 15 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Stifel Financial held 36,958 shares of Live Oak Bancshares worth $1.51M as of Q2 2026.
  • Stifel Financial bought 3,103 Live Oak Bancshares shares in Q2 2026, an estimated $116K.
  • Live Oak Bancshares made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2291 holding.
  • Stifel Financial first reported a position in Live Oak Bancshares in Q2 2021 and has held it in 15 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.