SEI INVESTMENTS CO

Position in LOB — Live Oak Bancshares, Inc.

CIK 350894 OAKS, PA

Position in LOB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,252,031

-$107,939 QoQ

Shares Held

30,657

-25.5% QoQ

Ownership

0.066%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#93

of 240 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SEI INVESTMENTS CO holds $2,364,746,661 across 204 Banks - Regional names. LOB ranks #121 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HDB	Hdfc Bank Ltd	6,155,919	$159,007,387
2			1,560,544	$119,256,771
3	BAP	Credicorp Ltd	301,851	$117,595,112
4	WTFC	Wintrust Financial Corp	721,897	$116,023,285
5	FITB	Fifth Third Bancorp	2,010,565	$113,335,548
6	USB	US Bancorp \De\	1,729,005	$104,431,901
7	EWBC	East West Bancorp Inc	803,525	$103,727,041
8	NU	Nu Holdings Ltd.	7,150,182	$95,526,430

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,252,031	30,657	-25.5%	Shares	Sole	2026-08-14
2026-03-31	$1,359,970	41,124	+4.5%	Shares	Sole	2026-05-13
2025-12-31	$1,351,809	39,354	-7.0%	Shares	Sole	2026-02-13
2025-09-30	$1,489,946	42,304	+3.4%	Shares	Sole	2025-11-13
2025-06-30	$1,219,087	40,909	+21.3%	Shares	Sole	2025-08-14
2025-03-31	$898,948	33,719	+47.8%	Shares	Sole	2025-05-14
2024-12-31	$902,214	22,812	+0.8%	Shares	Sole	2025-02-11
2024-09-30	$1,071,983	22,630	0.0%	Shares	Sole	2024-11-12
2024-06-30	$793,407	22,630	+268.1%	Shares	Sole	2024-08-13
2024-03-31	$255,203	6,148	-73.8%	Shares	Sole	2024-05-07
2023-12-31	$1,067,929	23,471	+104.6%	Shares	Defined	2024-02-14
2023-09-30	$332,143	11,473	-14.8%	Shares	Sole	2023-11-14
2023-06-30	$354,474	13,473	+12.5%	Shares	Sole	2023-08-11
2023-03-31	$291,782	11,973	-59.7%	Shares	Sole	2023-05-12
2022-12-31	$897,906	29,732	+14.2%	Shares	Sole	2023-02-10
2022-09-30	$796,456	26,028	+46.3%	Shares	Sole	2022-11-14
2022-06-30	$602,767	17,786	-0.3%	Shares	Sole	2022-08-15
2022-03-31	$907,622	17,835	+39.6%	Shares	Sole	2022-05-13
2021-12-31	$1,115,042	12,774	+72.4%	Shares	Defined	2022-02-14
2021-06-30	$437,190	7,410	-31.9%	Shares	Sole	2021-08-06
2021-03-31	$744,896	10,876	-16.2%	Shares	Defined	2021-05-12
2020-12-31	$615,840	12,976	-50.5%	Shares	Defined	2021-02-08
2020-09-30	$663,468	26,193	-10.9%	Shares	Defined	2020-12-04
2020-06-30	$426,739	29,410	+24.6%	Shares	Sole	2020-08-17
2020-03-31	$294,416	23,610	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.