ETF Holdings Breakdown of LOB

LOB institutional holdings

The adjusted close for LOB on 2025-11-12 was 32.09

The following institutional investment holdings of LOB have been identified

Date	ETF ISIN/Name	Num Shares	Book value	Derived Price per Share	Comment
2025-11-12	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	31,442	USD 1,008,974 0.4%	32.09
2025-11-12	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	1,927 -0.3%	USD 61,837 0.1%	32.09
2025-11-12	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	200	USD 6,418 0.4%	32.09
Total =		33,569	USD 1,077,229

Book value of shares is calculated on the adjusted close price of each day (row).

News associated with LOB

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Reviewing Live Oak Bancshares (NYSE:LOB) and Equity Bancshares (NYSE:EQBK)

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Live Oak Bancshares (NASDAQ:LOB) Coverage Initiated by Analysts at Cantor Fitzgerald

Cantor Fitzgerald initiated coverage on shares of Live Oak Bancshares (NASDAQ:LOB – Free Report) in a research note released on Wednesday morning, MarketBeat.com reports. The firm issued a neutral rating and a $42.00 price objective on the bank’s stock. Separately, Keefe, Bruyette & Woods raised shares of Live Oak Bancshares from a “market perform” rating […] - 2025-09-11 04:46:17

Head-To-Head Comparison: Live Oak Bancshares (NYSE:LOB) vs. Equity Bancshares (NYSE:EQBK)

Profitability This table compares Equity Bancshares and Live Oak Bancshares’ net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Equity Bancshares 19.99% 12.17% 1.33% Live Oak Bancshares 5.71% 5.46% 0.42% Valuation & Earnings This table compares Equity Bancshares and Live Oak Bancshares”s top-line revenue, earnings per share […] - 2025-09-04 04:38:59

Contrasting Live Oak Bancshares (NYSE:LOB) & Equity Bancshares (NYSE:EQBK)

Profitability This table compares Live Oak Bancshares and Equity Bancshares’ net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Live Oak Bancshares 5.71% 5.46% 0.42% Equity Bancshares 19.99% 12.17% 1.33% Risk and Volatility Live Oak Bancshares has a beta of 1.75, meaning that its share price is […] - 2025-09-02 05:14:50

Critical Contrast: Live Oak Bancshares (NYSE:LOB) vs. Bar Harbor Bankshares (NYSE:BHB)

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Live Oak Bancshares (NYSE:LOB) Raised to “Moderate Buy” at Keefe, Bruyette & Woods

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Live Oak Bancshares (NASDAQ:LOB) Upgraded to “Outperform” at Keefe, Bruyette & Woods

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Live Oak Bancshares (NASDAQ:LOB) Stock Price Up 5.9% Following Analyst Upgrade

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Live Oak Bancshares, Inc. (NASDAQ:LOB) Shares Acquired by Y Intercept Hong Kong Ltd

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Live Oak Bancshares (NYSE:LOB) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of Live Oak Bancshares (NYSE:LOB – Free Report) from a strong sell rating to a hold rating in a research report sent to investors on Saturday morning. Live Oak Bancshares Stock Performance Shares of LOB stock opened at $34.06 on Friday. The stock has a market capitalization of $1.55 billion, […] - 2025-07-29 02:44:48

Keefe, Bruyette & Woods Forecasts Strong Price Appreciation for Live Oak Bancshares (NASDAQ:LOB) Stock

Live Oak Bancshares (NASDAQ:LOB – Free Report) had its target price increased by Keefe, Bruyette & Woods from $34.00 to $36.00 in a report published on Friday,Benzinga reports. Keefe, Bruyette & Woods currently has a market perform rating on the bank’s stock. Separately, Wall Street Zen lowered Live Oak Bancshares from a “hold” rating to […] - 2025-07-14 03:40:48

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Wealth Enhancement Advisory Services LLC raised its stake in shares of Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) by 100.6% in the first quarter, Holdings Channel.com reports. The fund owned 38,802 shares of the bank’s stock after purchasing an additional 19,457 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Live Oak […] - 2025-07-02 05:30:48

Stock Yards Bank & Trust Co. Decreases Stock Position in Live Oak Bancshares, Inc. (NASDAQ:LOB)

Stock Yards Bank & Trust Co. lessened its stake in shares of Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) by 7.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 11,800 shares of the bank’s stock after selling 1,000 shares during the quarter. […] - 2025-06-16 05:23:07

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Norges Bank Invests $4.06 Million in Live Oak Bancshares, Inc. (NASDAQ:LOB)

Norges Bank bought a new stake in Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund bought 102,552 shares of the bank’s stock, valued at approximately $4,056,000. Several other institutional investors have also recently bought and sold shares of the company. Geode Capital Management LLC raised its holdings […] - 2025-04-10 05:22:56

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Handelsbanken Fonder AB Boosts Stake in Live Oak Bancshares, Inc. (NASDAQ:LOB)

Handelsbanken Fonder AB lifted its holdings in shares of Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) by 7.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 6,000 shares of the bank’s stock after acquiring an additional 400 shares during the quarter. Handelsbanken Fonder AB’s holdings in Live Oak Bancshares were worth $237,000 at […] - 2025-03-04 06:46:53

Y Intercept Hong Kong Ltd Makes New Investment in Live Oak Bancshares, Inc. (NASDAQ:LOB)

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Principal Securities Inc. increased its stake in Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) by 99.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,000 shares of the bank’s stock after acquiring an additional 1,498 shares during the quarter. Principal Securities Inc.’s holdings […] - 2025-02-26 06:22:49

1,789 Shares in Live Oak Bancshares, Inc. (NASDAQ:LOB) Acquired by Venturi Wealth Management LLC

Venturi Wealth Management LLC purchased a new position in shares of Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,789 shares of the bank’s stock, valued at approximately $71,000. Other institutional […] - 2025-02-25 07:00:54

abrdn plc Raises Position in Live Oak Bancshares, Inc. (NASDAQ:LOB)

abrdn plc lifted its stake in shares of Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) by 10.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 336,721 shares of the bank’s stock after buying an additional 30,597 shares during the period. abrdn plc’s holdings in Live Oak Bancshares were worth $13,324,000 as […] - 2025-02-08 06:54:49

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