DIMENSIONAL FUND ADVISORS LP

Position in LOB — Live Oak Bancshares, Inc.

CIK 354204 AUSTIN, TX

Position in LOB

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$52,686,625

-$158,615 QoQ

Shares Held

1,593,185

+3.6% QoQ

Ownership

3.44%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 91.60951176417052.ToString("F0")% Shared 6.095400094778698.ToString("F0")% None 2.295088141050788.ToString("F0")%

Financial Services · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $23,913,158,445 across 289 Banks - Regional names. LOB ranks #110 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	10,369,212	$539,302,712
2	FITB	Fifth Third Bancorp	10,918,284	$507,263,473
3	SSB	SouthState Bank Corp	4,934,851	$456,572,411
4	WBS	Webster Financial Corp	6,327,138	$439,229,916
5	PNFP	Pinnacle Financial Partners, Inc.	5,035,295	$433,740,309
6	BPOP	Popular, Inc.	3,222,266	$432,331,427
7	ZION	Zions Bancorporation, National Association /Ut/	7,477,126	$430,831,998
8	PNC	Pnc Financial Services Group, Inc.	2,070,265	$430,801,441

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$52,686,625	1,593,185	+3.6%	Shares	Sole	2026-05-07
2025-12-31	$52,845,240	1,538,435	-0.4%	Shares	Sole	2026-02-12
2025-09-30	$54,422,294	1,545,210	+0.3%	Shares	Sole	2025-11-12
2025-06-30	$45,896,885	1,540,164	+7.9%	Shares	Sole	2025-08-12
2025-03-31	$38,053,016	1,427,345	+0.6%	Shares	Sole	2025-05-13
2024-12-31	$56,092,379	1,418,265	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$67,096,619	1,416,437	+1.0%	Shares	Sole	2024-11-07
2024-06-30	$49,172,209	1,402,516	+3.5%	Shares	Sole	2024-08-09
2024-03-31	$56,225,209	1,354,498	+2.0%	Shares	Sole	2024-05-10
2023-12-31	$60,412,805	1,327,754	+4.8%	Shares	Sole	2024-02-07
2023-09-30	$36,671,687	1,266,725	+4.6%	Shares	Sole	2023-11-09
2023-06-30	$31,855,961	1,210,793	+1.6%	Shares	Sole	2023-08-09
2023-03-31	$29,031,247	1,191,270	+22.3%	Shares	Sole	2023-05-12
2022-12-31	$29,417,577	974,092	+8.8%	Shares	Sole	2023-02-09
2022-09-30	$27,401,869	895,486	-1.0%	Shares	Sole	2022-11-10
2022-06-30	$30,656,994	904,603	-3.6%	Shares	Sole	2022-08-12
2022-03-31	$47,741,079	938,123	-1.2%	Shares	Defined	2022-05-13
2021-12-31	$82,883,949	949,524	-0.1%	Shares	Defined	2022-02-09
2021-09-30	$60,461,607	950,206	-1.3%	Shares	Defined	2021-11-12
2021-06-30	$56,813,578	962,942	-18.0%	Shares	Defined	2021-08-12
2021-03-31	$80,395,342	1,173,826	-0.9%	Shares	Defined	2021-05-14
2020-12-31	$56,224,058	1,184,662	+1.4%	Shares	Defined	2021-03-08
2020-09-30	$29,582,552	1,167,886	+0.5%	Shares	Defined	2020-11-12
2020-06-30	$16,868,992	1,162,577	+3.9%	Shares	Defined	2020-08-13
2020-03-31	$13,950,862	1,118,754	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.