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MAI Capital Management’s Live Oak Bancshares LOB Stock Holding History

MAI Capital Management’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
Q2 		– Sell
-48
Closed -$1.59K – 3567
2026
Q1 		$1.59K Buy
48
+37
+336% +$1.36K ﹤0.01% 4016
2025
Q4 		$378 Sell
11
-64
-85% -$2.14K ﹤0.01% 3908
2025
Q3 		$2.64K Sell
75
-31
-29% -$1.07K ﹤0.01% 3241
2025
Q2 		$3.15K Buy
106
+21
+25% +$566 ﹤0.01% 3261
2025
Q1 		$2.26K Hold
85
– – ﹤0.01% 2954
2024
Q4 		$3.35K Buy
+85
New +$3.83K ﹤0.01% 2901

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MAI Capital Management's LOB Position: Q2 2026 in Review

MAI Capital Management sold out of Live Oak Bancshares (LOB) in Q2 2026, closing a stake of 48 shares — an estimated $1.59K sold.

MAI Capital Management first reported a position in LOB in Q4 2024 and held it in 6 quarters. The position peaked at $3.35K in Q4 2024. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • MAI Capital Management reported no remaining Live Oak Bancshares position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 48 Live Oak Bancshares shares in Q2 2026, an estimated $1.59K.
  • MAI Capital Management first reported a position in Live Oak Bancshares in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Live Oak Bancshares position peaked at $3.35K in Q4 2024.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.