Algert Global LLC Boosts Live Oak Bancshares Holdings

Investment firm increases stake in regional bank by over 37%

Mar. 17, 2026 at 7:09am

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Algert Global LLC, an investment management firm, has increased its position in Live Oak Bancshares, Inc. (NYSE: LOB) by 37.6% during the third quarter, according to a recent SEC filing. The firm now owns 230,466 shares of the regional bank's stock, valued at approximately $8.12 million.

Why it matters

This move by Algert Global suggests the investment firm sees potential in Live Oak Bancshares, a North Carolina-based bank focused on small business lending. The stock's performance and growth prospects may be of interest to investors tracking activity in the regional banking sector.

The details

According to the SEC filing, Algert Global added 62,946 shares of Live Oak Bancshares during the third quarter, bringing its total stake to 230,466 shares. This represents approximately 0.50% of the company's outstanding shares. Live Oak Bancshares is a commercial bank headquartered in Wilmington, North Carolina that specializes in small business lending across the United States.

  • Algert Global increased its position in Live Oak Bancshares during the 3rd quarter of 2025.

The players

Algert Global LLC

An investment management firm that has increased its stake in Live Oak Bancshares.

Live Oak Bancshares, Inc.

A regional bank headquartered in Wilmington, North Carolina that specializes in small business lending.

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The takeaway

Algert Global's increased investment in Live Oak Bancshares suggests the firm sees growth potential in the regional bank's small business lending model and geographic footprint. This move could signal broader investor interest in the regional banking sector as the economy continues to recover.