Chuck Royce's LOB Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 573,850 shares of Live Oak Bancshares, Inc. (LOB) worth $18.98 M, representing 0.19% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in LOB, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 326,509 shares. Largest reduction occurred in Q3 2016, reducing 180,000 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Live Oak Bancshares (LOB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Live Oak Bancshares (LOB) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +326,509 | Add 132.01% | 573,850 | $33.07 |
| Q4 2025 | +247,341 | New Buy | 247,341 | $34.35 |
| Q3 2024 | -30,900 | Sold Out | 0 | $0.00 |
| Q4 2023 | -16,514 | Reduce 34.83% | 30,900 | $45.50 |
| Q3 2023 | -6,711 | Reduce 12.40% | 47,414 | $28.95 |
| Q2 2023 | -3,720 | Reduce 6.43% | 54,125 | $26.31 |
| Q1 2023 | +8,100 | Add 16.28% | 57,845 | $24.37 |
| Q4 2022 | +7,900 | Add 18.88% | 49,745 | $30.20 |
| Q3 2022 | +10,945 | Add 35.42% | 41,845 | $30.59 |
| Q3 2019 | -22,500 | Reduce 42.13% | 30,900 | $18.09 |
| Q2 2019 | -1,827 | Reduce 3.31% | 53,400 | $17.15 |
| Q1 2019 | +279 | Add 0.51% | 55,227 | $14.61 |
| Q4 2018 | -59,992 | Reduce 52.19% | 54,948 | $14.81 |
| Q3 2018 | -54,044 | Reduce 31.98% | 114,940 | $26.80 |
| Q2 2018 | +5,659 | Add 3.46% | 168,984 | $30.65 |
| Q1 2018 | +306 | Add 0.19% | 163,325 | $27.80 |
| Q4 2017 | -5,681 | Reduce 3.37% | 163,019 | $23.85 |
| Q3 2017 | -22,500 | Reduce 11.77% | 168,700 | $23.45 |
| Q2 2017 | +54,600 | Add 39.97% | 191,200 | $24.20 |
| Q3 2016 | -180,000 | Reduce 56.85% | 136,600 | $14.42 |
| Q4 2015 | +38,400 | Add 13.80% | 316,600 | $14.20 |
| Q3 2015 | +278,200 | New Buy | 278,200 | $19.64 |
Chuck Royce's Live Oak Bancshares Investment FAQs
Chuck Royce first purchased Live Oak Bancshares, Inc. (LOB) in Q3 2015, acquiring 278,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Live Oak Bancshares, Inc. (LOB) for 39 quarters since Q3 2015.
Chuck Royce's largest addition to Live Oak Bancshares, Inc. (LOB) was in Q1 2026, adding 573,850 shares worth $18.98 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 573,850 shares of Live Oak Bancshares, Inc. (LOB), valued at approximately $18.98 M.
As of the Q1 2026 filing, Live Oak Bancshares, Inc. (LOB) represents approximately 0.19% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Live Oak Bancshares, Inc. (LOB) was 573,850 shares, as reported at the end of Q1 2026.