Truist Financial
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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
Q2 		$1.2M Buy
29,271
+6,002
+26% +$224K ﹤0.01% 1656
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 – 2760
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 $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

Truist Financial's LOB Position: Q2 2026 in Review

Truist Financial increased its Live Oak Bancshares (LOB) stake by 26% in Q2 2026, buying an estimated $224K and bringing the position to 29,271 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Truist Financial first reported a position in LOB in Q3 2020 and has held it in 12 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Truist Financial held 29,271 shares of Live Oak Bancshares worth $1.2M as of Q2 2026.
  • Truist Financial bought 6,002 Live Oak Bancshares shares in Q2 2026, an estimated $224K.
  • Live Oak Bancshares made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1656 holding.
  • Truist Financial first reported a position in Live Oak Bancshares in Q3 2020 and has held it in 12 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.