WCM Investment Management
LOB icon

WCM Investment Management’s Live Oak Bancshares LOB Stock Holding History

WCM Investment 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 		$2.27M Sell
55,369
-98,165
-64% -$3.67M ﹤0.01% 199
2026
Q1 		$4.95M Buy
+153,534
New +$5.66M 0.01% 190

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

WCM Investment Management's LOB Position: Q2 2026 in Review

WCM Investment Management reduced its Live Oak Bancshares (LOB) stake by 64% in Q2 2026, selling an estimated $3.67M and leaving 55,369 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #199.

WCM Investment Management first reported a position in LOB in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.95M in Q1 2026. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • WCM Investment Management held 55,369 shares of Live Oak Bancshares worth $2.27M as of Q2 2026.
  • WCM Investment Management sold 98,165 Live Oak Bancshares shares in Q2 2026, an estimated $3.67M.
  • Live Oak Bancshares made up ﹤0.01% of WCM Investment Management's portfolio in Q2 2026, its #199 holding.
  • WCM Investment Management first reported a position in Live Oak Bancshares in Q1 2026 and has held it in 2 quarters since.
  • WCM Investment Management's Live Oak Bancshares position peaked at $4.95M in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.