SFI
LOB icon

Susquehanna Fundamental Investments’s Live Oak Bancshares LOB Stock Holding History

Susquehanna Fundamental Investments’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
-18,652
Closed -$641K – 606
2025
Q4 		$641K Sell
18,652
-968
-5% -$32.4K 0.02% 401
2025
Q3 		$691K Buy
19,620
+2,900
+17% +$99.9K 0.03% 387
2025
Q2 		$498K Hold
16,720
– – 0.01% 550
2025
Q1 		$446K Buy
+16,720
New +$556K 0.01% 873

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

Susquehanna Fundamental Investments's LOB Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of Live Oak Bancshares (LOB) in Q1 2026, closing a stake of 18,652 shares — an estimated $641K sold.

Susquehanna Fundamental Investments first reported a position in LOB in Q1 2025 and held it in 4 quarters. The position peaked at $691K in Q3 2025. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Susquehanna Fundamental Investments reported no remaining Live Oak Bancshares position as of Q1 2026 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 18,652 Live Oak Bancshares shares in Q1 2026, an estimated $641K.
  • Susquehanna Fundamental Investments first reported a position in Live Oak Bancshares in Q1 2025 and held it in 4 quarters.
  • Susquehanna Fundamental Investments's Live Oak Bancshares position peaked at $691K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.