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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
Q2 		$374K Buy
9,156
+931
+11% +$34.8K ﹤0.01% 1508
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 $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

Vident Advisory's LOB Position: Q2 2026 in Review

Vident Advisory increased its Live Oak Bancshares (LOB) stake by 11% in Q2 2026, buying an estimated $34.8K and bringing the position to 9,156 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Vident Advisory first reported a position in LOB in Q3 2023 and has held it in 6 quarters since. The position peaked at $11.4M in Q4 2023. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Vident Advisory held 9,156 shares of Live Oak Bancshares worth $374K as of Q2 2026.
  • Vident Advisory bought 931 Live Oak Bancshares shares in Q2 2026, an estimated $34.8K.
  • Live Oak Bancshares made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1508 holding.
  • Vident Advisory first reported a position in Live Oak Bancshares in Q3 2023 and has held it in 6 quarters since.
  • Vident Advisory's Live Oak Bancshares position peaked at $11.4M in Q4 2023.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.