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Vident Advisory’s Live Oak Bancshares LOB Stock Holding History

Vident Advisory’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
Q1 		$272K Buy
+8,225
New +$303K ﹤0.01% 1555
2024
Q3 		– Sell
-69,228
Closed -$2.43M – 1484
2024
Q2 		$2.43M Sell
69,228
-182,634
-73% -$6.47M 0.07% 307
2024
Q1 		$10.5M Buy
251,862
+853
+0.3% +$34K 0.22% 154
2023
Q4 		$11.4M Sell
251,009
-41
-0% -$1.38K 0.29% 110
2023
Q3 		$7.27M Buy
+251,050
New +$8.07M 0.23% 141

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vident Advisory's LOB Position: Q1 2026 in Review

Vident Advisory opened a new position in Live Oak Bancshares (LOB) in Q1 2026: 8,225 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #1555 among its holdings. This is a return to the name: Vident Advisory previously reported a position in LOB as recently as Q2 2024.

Vident Advisory first reported a position in LOB in Q3 2023 and has held it in 5 quarters since. The position peaked at $11.4M in Q4 2023. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Vident Advisory held 8,225 shares of Live Oak Bancshares worth $272K as of Q1 2026.
  • Live Oak Bancshares was a new Vident Advisory position in Q1 2026.
  • Live Oak Bancshares made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1555 holding.
  • Vident Advisory first reported a position in Live Oak Bancshares in Q3 2023 and has held it in 5 quarters since.
  • Vident Advisory's Live Oak Bancshares position peaked at $11.4M in Q4 2023.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.