LOB β€” LIVE OAK BANCSHARES INC

Ownership history in Arcus Capital Partners, LLC  Β·  27 quarters on record

AI Ownership Summary

Arcus Capital Partners, LLC reported LIVE OAK BANCSHARES INC (LOB) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.34% in 2024 Q3. The latest visible filing shows LOB at 0.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LOB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arcus Capital Partners, LLC's position in LIVE OAK BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

LOB was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arcus Capital Partners, LLC held LOB β€” position size vs. price
% of Fund (quarterly)    LOB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 20,000 β€” 0% 0.26% $596K 2025-07-29 $32.97
2025 Q1 UNCHANGED 20,000 β€” 0% 0.21% $533K 2025-04-30 $26.05
2024 Q4 UNCHANGED 20,000 β€” 0% 0.26% $830K 2025-01-30 $35.28
2024 Q3 UNCHANGED 20,000 β€” 0% 0.34% $947K 2024-11-04 $40.62
2024 Q2 UNCHANGED 20,000 β€” 0% 0.27% $701K 2024-07-24 $42.62
2024 Q1 UNCHANGED 20,000 β€” 0% 0.26% $830K 2024-04-19 $37.64
2023 Q4 UNCHANGED 20,000 β€” 0% 0.32% $910K 2024-01-23 $41.82
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LOB

As of 2026 Q1 β€” sorted by position size

Trust Co of the South 0.89% GAMMA Investing LLC 0.0%

FAQ About Arcus Capital Partners, LLC and LOB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arcus Capital Partners, LLC reported owning LOB?

Arcus Capital Partners, LLC reported LOB across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported LOB position in Arcus Capital Partners, LLC's portfolio?

The largest reported portfolio weight for LOB was 0.34% in 2024 Q3.

What is the latest reported LOB position on this page?

The most recent filing on this page is 2025 Q2, when Arcus Capital Partners, LLC reported 20,000 shares, equal to 0.26% of portfolio, with an estimated market value of $596K.

What does the chart on this LOB ownership page compare?

The chart compares Arcus Capital Partners, LLC's quarterly LOB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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