Truist Financial
LOB icon

Truist Financial’s Live Oak Bancshares LOB Stock Holding History

Truist 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 		$844K Sell
23,269
-272
-1% -$10K ﹤0.01% 1794
2025
Q4 		$751K Buy
23,541
+1,109
+5% +$37.1K ﹤0.01% 1820
2025
Q3 		$790K Buy
22,432
+1,946
+9% +$67K ﹤0.01% 1791
2025
Q2 		$610K Sell
20,486
-447
-2% -$12.1K ﹤0.01% 1858
2025
Q1 		$558K Buy
20,933
+4,623
+28% +$154K ﹤0.01% 1807
2024
Q4 		$645K Buy
16,310
+6,457
+66% +$291K ﹤0.01% 1746
2024
Q3 		$467K Buy
9,853
+962
+11% +$40.2K ﹤0.01% 1912
2024
Q2 		$312K Buy
+8,891
New +$315K ﹤0.01% 2275
2021
Q2 		– Sell
-8,641
Closed -$591K – 2763
2021
Q1 		$591K Buy
8,641
+225
+3% +$11.8K ﹤0.01% 1879
2020
Q4 		$399K Sell
8,416
-1,066
-11% -$42.7K ﹤0.01% 1980
2020
Q3 		$240K Buy
+9,482
New +$185K ﹤0.01% 2163

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 $5.7T 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
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