ETF Holdings Breakdown of LOB

Stock Name	Live Oak Bancshares Inc
Ticker	LOB(USD) NYSE
TYPE	Common Stock
Country	USA
ISIN	US53803X1054

News associated with LOB

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 08:23:07
Wealth Enhancement Advisory Services LLC Sells 466 Shares of Live Oak Bancshares, Inc. (NASDAQ:LOB): Wealth Enhancement Advisory Services LLC lessened its stake in shares of Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) by 2.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,345 shares of the bank’s stock after selling 466 shares during the quarter. Wealth […] - 2025-06-11 07:50:50
Deutsche Bank AG Has $3.40 Million Stake in Live Oak Bancshares, Inc. (NASDAQ:LOB): Deutsche Bank AG lifted its stake in shares of Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) by 15.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 86,017 shares of the bank’s stock after purchasing an additional 11,248 shares during the quarter. Deutsche […] - 2025-05-21 07:53:03
Live Oak Bancshares, Inc. (NASDAQ:LOB) Stock Holdings Increased by Balyasny Asset Management L.P.: Balyasny Asset Management L.P. increased its holdings in Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) by 120.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,965 shares of the bank’s stock after purchasing an additional 8,726 shares during the quarter. Balyasny […] - 2025-05-16 08:50:57
Russell Investments Group Ltd. Sells 6,595 Shares of Live Oak Bancshares, Inc. (NASDAQ:LOB): Russell Investments Group Ltd. lowered its stake in Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) by 5.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 108,841 shares of the bank’s stock after selling 6,595 shares during the quarter. Russell Investments Group Ltd.’s holdings in Live Oak Bancshares were worth $4,305,000 as […] - 2025-04-16 08:06:56
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 08:22:56
Live Oak Bancshares (NASDAQ:LOB) Downgraded by StockNews.com to Sell: Live Oak Bancshares (NASDAQ:LOB – Get Free Report) was downgraded by analysts at StockNews.com from a “hold” rating to a “sell” rating in a research report issued to clients and investors on Friday. Separately, Keefe, Bruyette & Woods reiterated a “market perform” rating and set a $44.00 price objective (down from $48.00) on shares of […] - 2025-03-28 06:16:48
Sanctuary Advisors LLC Acquires 1,038 Shares of Live Oak Bancshares, Inc. (NASDAQ:LOB): Sanctuary Advisors LLC raised its holdings in Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) by 13.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,975 shares of the bank’s stock after buying an additional 1,038 shares during the period. Sanctuary Advisors LLC’s holdings […] - 2025-03-04 09:30:49
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 08:46:53
Y Intercept Hong Kong Ltd Makes New Investment in Live Oak Bancshares, Inc. (NASDAQ:LOB): Y Intercept Hong Kong Ltd purchased a new position in shares of Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 10,971 shares of the bank’s stock, valued at approximately $434,000. Several other institutional investors and hedge funds […] - 2025-03-03 09:08:31
Live Oak Bancshares, Inc. (NASDAQ:LOB) Shares Bought by Principal Securities Inc.: 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 08:22:49
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 09:00:54
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 08:54:49

LOB institutional holdings

The following institutional investment holdings of LOB have been identified

Date ETF ISIN/Name Num Shares Book value
2025-06-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 28,626 USD 854,200

2025-06-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 4,568 USD 136,309

2025-06-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 144 USD 4,297

Total = 33,338 USD 994,806
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	28,626	USD 854,200
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	4,568	USD 136,309
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	144	USD 4,297
Total =	33,338	USD 994,806

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