Synovus Financial’s Live Oak Bancshares LOB Stock Holding History

Synovus 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
2025 Q1	–	Sell	-5,500	Closed	-$218K	–	923
2024 Q4	$218K	Hold	5,500	–	–	﹤0.01%	821
2024 Q3	$261K	Buy	+5,500	New	+$230K	﹤0.01%	819
2024 Q2	–	Sell	-5,500	Closed	-$228K	–	862
2024 Q1	$228K	Hold	5,500	–	–	﹤0.01%	787
2023 Q4	$250K	Buy	+5,500	New	+$185K	﹤0.01%	753
2022 Q2	–	Sell	-5,500	Closed	-$280K	–	864
2022 Q1	$280K	Hold	5,500	–	–	﹤0.01%	752
2021 Q4	$480K	Hold	5,500	–	–	﹤0.01%	643
2021 Q3	$350K	Hold	5,500	–	–	﹤0.01%	694
2021 Q2	$325K	Hold	5,500	–	–	﹤0.01%	707
2021 Q1	$375K	Hold	5,500	–	–	﹤0.01%	611
2020 Q4	$260K	Buy	+5,500	New	+$220K	﹤0.01%	677
2020 Q3	–	Sell	-5,500	Closed	-$80K	–	1124
2020 Q2	$80K	Hold	5,500	–	–	﹤0.01%	816
2020 Q1	$70K	Sell	5,500 -36	-0.7%	-$570	﹤0.01%	1005
2019 Q4	$106K	Buy	5,536 +36	+0.7%	+$666	﹤0.01%	794
2019 Q3	$100K	Buy	+5,500	New	+$99K	﹤0.01%	768

Other funds holding LOB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

SAM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Synovus Financial's LOB Position: Q1 2025 in Review

Synovus Financial sold out of Live Oak Bancshares (LOB) in Q1 2025, closing a stake of 5,500 shares — an estimated $218K sold.

Synovus Financial first reported a position in LOB in Q3 2019 and held it in 14 quarters. The position peaked at $480K in Q4 2021. 223 funds tracked by Wall St. Rank hold LOB as of Q1 2025.

Synovus Financial reported no remaining Live Oak Bancshares position as of Q1 2025 after selling out during the quarter.
Synovus Financial sold 5,500 Live Oak Bancshares shares in Q1 2025, an estimated $218K.
Synovus Financial first reported a position in Live Oak Bancshares in Q3 2019 and held it in 14 quarters.
Synovus Financial's Live Oak Bancshares position peaked at $480K in Q4 2021.
223 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2025.

Based on Synovus Financial's 13F filing for Q1 2025, filed 14 May 2025.