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Rafferty Asset Management, LLC

Position in LOB — Live Oak Bancshares, Inc.

CIK 1389426 New York, NY

Position in LOB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$1,354,613
-$21,963 QoQ
Shares Held
40,962
+2.2% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in LOB Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

Rafferty Asset Management, LLC holds $406,612,493 across 150 Banks - Regional names. LOB ranks #78 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in LOB

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22 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,354,613 40,962
2025-12-31 $1,376,576 40,075
2025-09-30 $1,431,763 40,652
2025-06-30 $1,470,868 49,358
2025-03-31 $971,890 36,455
2024-12-31 $1,793,197 45,340
2024-09-30 $1,591,632 33,600
2024-06-30 $1,697,114 48,406
2024-03-31 $1,746,201 42,067
2023-12-31 $1,637,408 35,987
2023-09-30 $879,124 30,367
2023-06-30 $1,492,303 56,720
2023-03-31 $896,182 36,774
2022-12-31 $421,773 13,966
2022-09-30 $544,863 17,806
2022-06-30 $1,120,572 33,065
2022-03-31 $2,779,306 54,614
2021-12-31 $1,999,901 22,911
2021-09-30 $1,836,361 28,860
2021-06-30 $3,536,047 59,933
2021-03-31 $2,773,091 40,489
2020-12-31 $537,864 11,333