RICE HALL JAMES & ASSOCIATES, LLC
Position in LOB — Live Oak Bancshares, Inc.
CIK 1230765
San Diego, CA
Position in LOB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,724,256
+$910,687 QoQ
Shares Held
140,163
-3.7% QoQ
Ownership
0.303%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#34
of 239 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026RICE HALL JAMES & ASSOCIATES, LLC holds $32,083,655 across 6 Banks - Regional names. LOB ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OZK |
Bank OZK
|
259,433 | $13,513,864 | |
| 2 | TCBK |
Trico Bancshares /
|
114,288 | $6,154,408 | |
| 3 | LOB |
Live Oak Bancshares, Inc.
This page
|
140,163 | $5,724,256 | |
| 4 | FIBK |
First Interstate Bancsystem Inc
|
99,913 | $3,852,645 | |
| 5 | PLBC |
Plumas Bancorp
|
42,412 | $2,478,557 | |
| 6 | GBCI |
Glacier Bancorp, Inc.
|
6,978 | $359,925 |
All Filings in LOB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,724,256 | 140,163 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,813,569 | 145,557 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,048,282 | 146,966 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,540,845 | 157,321 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,417,343 | 148,233 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,144,856 | 155,471 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,117,216 | 129,386 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,222,854 | 131,367 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,642,960 | 132,429 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,731,327 | 138,071 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,573,794 | 144,479 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,325,477 | 149,412 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,951,577 | 150,193 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $3,904,707 | 160,226 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,923,893 | 229,268 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||