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Strategic Advocates’s Live Oak Bancshares LOB Stock Holding History

Strategic Advocates’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
-2
Closed -$69 – 463
2025
Q4 		$69 Sell
2
-4
-67% -$134 ﹤0.01% 603
2025
Q3 		$211 Buy
+6
New +$207 ﹤0.01% 562

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
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

Strategic Advocates's LOB Position: Q1 2026 in Review

Strategic Advocates sold out of Live Oak Bancshares (LOB) in Q1 2026, closing a stake of 2 shares — an estimated $69 sold.

Strategic Advocates first reported a position in LOB in Q3 2025 and held it in 2 quarters. The position peaked at $211 in Q3 2025. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Strategic Advocates reported no remaining Live Oak Bancshares position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 2 Live Oak Bancshares shares in Q1 2026, an estimated $69.
  • Strategic Advocates first reported a position in Live Oak Bancshares in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's Live Oak Bancshares position peaked at $211 in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

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