Versant Capital Management
LOB icon

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
Q3 		$75.3K Buy
2,080
+1,034
+99% +$42.1K 0.01% 1126
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 		$2.64K Hold
77
– – ﹤0.01% 2404
2025
Q3 		$2.71K Hold
77
– – ﹤0.01% 2359
2025
Q2 		$2.3K Buy
77
+19
+33% +$513 ﹤0.01% 2351
2025
Q1 		$1.55K Buy
+58
New +$1.93K ﹤0.01% 2307

Other funds holding LOB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Versant Capital Management's LOB Position: Q3 2026 in Review

Versant Capital Management increased its Live Oak Bancshares (LOB) stake by 99% in Q3 2026, buying an estimated $42.1K and bringing the position to 2,080 shares worth $75.3K. The position accounts for 0.01% of the portfolio, ranked #1126.

Versant Capital Management first reported a position in LOB in Q1 2025 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • Versant Capital Management held 2,080 shares of Live Oak Bancshares worth $75.3K as of Q3 2026.
  • Versant Capital Management bought 1,034 Live Oak Bancshares shares in Q3 2026, an estimated $42.1K.
  • Live Oak Bancshares made up 0.01% of Versant Capital Management's portfolio in Q3 2026, its #1126 holding.
  • Versant Capital Management first reported a position in Live Oak Bancshares in Q1 2025 and has held it in 7 quarters since.
  • 99 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.