ETF Holdings Breakdown of LOB

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

LOB institutional holdings

The following institutional investment holdings of LOB have been identified

Date ETF ISIN/Name Num Shares Book value
2025-10-17 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 2,011 USD 67,328

2025-10-17 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 31,058 USD 1,039,822

2025-10-17 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 186 USD 6,227

Total = 33,255 USD 1,113,377
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-10-17	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	2,011	USD 67,328
2025-10-17	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	31,058	USD 1,039,822
2025-10-17	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	186	USD 6,227
Total =	33,255	USD 1,113,377

News associated with LOB

Live Oak Bancshares (NASDAQ:LOB) and Suncrest Bank (OTCMKTS:SBKK) Head to Head Contrast: Live Oak Bancshares (NASDAQ:LOB – Get Free Report) and Suncrest Bank (OTCMKTS:SBKK – Get Free Report) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their valuation, dividends, analyst recommendations, risk, earnings, profitability and institutional ownership. Insider and Institutional Ownership 64.0% of […] - 2025-09-22 04:36:48
Live Oak Bancshares (NYSE:LOB) vs. Equity Bancshares (NYSE:EQBK) Financial Survey: Live Oak Bancshares (NYSE:LOB – Get Free Report) and Equity Bancshares (NYSE:EQBK – Get Free Report) are both small-cap financial services companies, but which is the better stock? We will compare the two businesses based on the strength of their earnings, valuation, profitability, analyst recommendations, institutional ownership, risk and dividends. Analyst Ratings This is a […] - 2025-09-18 02:28:53
Reviewing Live Oak Bancshares (NYSE:LOB) & Bar Harbor Bankshares (NYSE:BHB): Live Oak Bancshares (NYSE:LOB – Get Free Report) and Bar Harbor Bankshares (NYSE:BHB – Get Free Report) are both small-cap financial services companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, institutional ownership, risk, valuation, profitability, dividends and earnings. Analyst Recommendations This is […] - 2025-09-15 05:04:56
Reviewing Live Oak Bancshares (NYSE:LOB) and Equity Bancshares (NYSE:EQBK): Live Oak Bancshares (NYSE:LOB – Get Free Report) and Equity Bancshares (NYSE:EQBK – Get Free Report) are both small-cap financial services companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, valuation, earnings, analyst recommendations, profitability, risk and dividends. Earnings and Valuation This table […] - 2025-09-15 02:47:45
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): Live Oak Bancshares (NYSE:LOB – Get Free Report) and Bar Harbor Bankshares (NYSE:BHB – Get Free Report) are both small-cap financial services companies, but which is the superior stock? We will compare the two businesses based on the strength of their valuation, profitability, institutional ownership, analyst recommendations, risk, earnings and dividends. Profitability This table compares […] - 2025-08-27 04:34:45
Live Oak Bancshares (NYSE:LOB) Raised to “Moderate Buy” at Keefe, Bruyette & Woods: Keefe, Bruyette & Woods upgraded shares of Live Oak Bancshares (NYSE:LOB – Free Report) from a hold rating to a moderate buy rating in a research note released on Tuesday morning,Zacks.com reports. Separately, Wall Street Zen lowered shares of Live Oak Bancshares from a “hold” rating to a “sell” rating in a report on Saturday, […] - 2025-08-22 03:08:54
Live Oak Bancshares (NASDAQ:LOB) Upgraded to “Outperform” at Keefe, Bruyette & Woods: Live Oak Bancshares (NASDAQ:LOB – Get Free Report) was upgraded by Keefe, Bruyette & Woods from a “market perform” rating to an “outperform” rating in a research note issued to investors on Tuesday, MarketBeat.com reports. The firm currently has a $43.00 price objective on the bank’s stock, up from their prior price objective of $37.00. […] - 2025-08-21 04:24:44
Live Oak Bancshares (NASDAQ:LOB) Stock Price Up 5.9% Following Analyst Upgrade: Live Oak Bancshares, Inc. (NASDAQ:LOB – Get Free Report) were up 5.9% on Tuesday after Keefe, Bruyette & Woods upgraded the stock from a market perform rating to an outperform rating. Keefe, Bruyette & Woods now has a $43.00 price target on the stock, up from their previous price target of $37.00. Live Oak Bancshares […] - 2025-08-21 02:25:52
Live Oak Bancshares, Inc. (NASDAQ:LOB) Shares Acquired by Y Intercept Hong Kong Ltd: Y Intercept Hong Kong Ltd grew its stake in Live Oak Bancshares, Inc. (NASDAQ:LOB – Free Report) by 55.6% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 17,066 shares of the bank’s stock after purchasing an additional 6,095 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Live Oak Bancshares were […] - 2025-07-29 05:14:49
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
Live Oak Bancshares, Inc. (NASDAQ:LOB) Shares Purchased by Wealth Enhancement Advisory Services LLC: 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
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 04:50:50
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 04:53:03
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 05:50:57
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 05:06:56
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 05:22:56
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 04:16:48
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 07:30:49
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 06:46:53
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 07:08:31
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 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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