AssetMark Inc’s Live Oak Bancshares LOB Stock Holding History

AssetMark Inc’s Portfolio LOB Stock Details LOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3K	Buy	+83	New	+$3.38K	﹤0.01%	2922

Other funds holding LOB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

AssetMark Inc's LOB Position: Q3 2026 in Review

AssetMark Inc opened a new position in Live Oak Bancshares (LOB) in Q3 2026: 83 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2922 among its holdings.

94 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

AssetMark Inc held 83 shares of Live Oak Bancshares worth $3K as of Q3 2026.
Live Oak Bancshares was a new AssetMark Inc position in Q3 2026.
Live Oak Bancshares made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2922 holding.
94 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.