XT
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XTX Topco’s Live Oak Bancshares LOB Stock Holding History

XTX Topco’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 		$1.09M Sell
26,795
-43,134
-62% -$1.61M 0.01% 1701
2026
Q1 		$2.31M Buy
69,929
+35,074
+101% +$1.29M 0.04% 717
2025
Q4 		$1.2M Buy
+34,855
New +$1.17M 0.03% 899
2025
Q1 		– Sell
-6,158
Closed -$244K – 2777
2024
Q4 		$244K Buy
6,158
+9
+0.1% +$405 0.02% 1390
2024
Q3 		$291K Buy
+6,149
New +$257K 0.02% 1208
2024
Q2 		– Sell
-6,927
Closed -$288K – 2198
2024
Q1 		$288K Buy
+6,927
New +$276K 0.04% 895
2021
Q3 		– Sell
-4,499
Closed -$265K – 885
2021
Q2 		$265K Buy
+4,499
New +$282K 0.09% 432

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

XTX Topco's LOB Position: Q2 2026 in Review

XTX Topco reduced its Live Oak Bancshares (LOB) stake by 62% in Q2 2026, selling an estimated $1.61M and leaving 26,795 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1701.

XTX Topco first reported a position in LOB in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.31M in Q1 2026. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • XTX Topco held 26,795 shares of Live Oak Bancshares worth $1.09M as of Q2 2026.
  • XTX Topco sold 43,134 Live Oak Bancshares shares in Q2 2026, an estimated $1.61M.
  • Live Oak Bancshares made up 0.01% of XTX Topco's portfolio in Q2 2026, its #1701 holding.
  • XTX Topco first reported a position in Live Oak Bancshares in Q2 2021 and has held it in 7 quarters since.
  • XTX Topco's Live Oak Bancshares position peaked at $2.31M in Q1 2026.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on XTX Topco's 13F filing for Q2 2026, filed 14 Aug 2026.