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Versant Capital Management’s Live Oak Bancshares LOB Stock Holding History

Versant Capital Management’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 		$42.7K Hold
1,046
– – ﹤0.01% 1473
2026
Q1 		$34.6K Buy
1,046
+969
+1,258% +$35.7K ﹤0.01% 1466
2025
Q4 		$2.65K Hold
77
– – ﹤0.01% 2404
2025
Q3 		$2.71K Hold
77
– – ﹤0.01% 2359
2025
Q2 		$2.29K Buy
77
+19
+33% +$513 ﹤0.01% 2351
2025
Q1 		$1.55K Buy
+58
New +$1.93K ﹤0.01% 2307

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

Versant Capital Management's LOB Position: Q2 2026 in Review

Versant Capital Management held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 1,046 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Versant Capital Management first reported a position in LOB in Q1 2025 and has held it in 6 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Versant Capital Management held 1,046 shares of Live Oak Bancshares worth $42.7K as of Q2 2026.
  • Versant Capital Management left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1473 holding.
  • Versant Capital Management first reported a position in Live Oak Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.