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TwinBeech Capital’s Live Oak Bancshares LOB Stock Holding History

TwinBeech Capital’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
Q2 		– Sell
-13,885
Closed -$370K – 853
2025
Q1 		$370K Buy
+13,885
New +$462K 0.01% 603
2022
Q4 		– Sell
-10,382
Closed -$318K – 831
2022
Q3 		$318K Buy
10,382
+4,474
+76% +$160K 0.01% 561
2022
Q2 		$200K Buy
+5,908
New +$244K 0.01% 472

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TwinBeech Capital's LOB Position: Q2 2025 in Review

TwinBeech Capital sold out of Live Oak Bancshares (LOB) in Q2 2025, closing a stake of 13,885 shares — an estimated $370K sold.

TwinBeech Capital first reported a position in LOB in Q2 2022 and held it in 3 quarters. The position peaked at $370K in Q1 2025. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

  • TwinBeech Capital reported no remaining Live Oak Bancshares position as of Q2 2025 after selling out during the quarter.
  • TwinBeech Capital sold 13,885 Live Oak Bancshares shares in Q2 2025, an estimated $370K.
  • TwinBeech Capital first reported a position in Live Oak Bancshares in Q2 2022 and held it in 3 quarters.
  • TwinBeech Capital's Live Oak Bancshares position peaked at $370K in Q1 2025.
  • 209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.