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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

TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 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. 25 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.
  • 25 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.