Mariner
LOB icon

Mariner’s Live Oak Bancshares LOB Stock Holding History

Mariner’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 		$687K Sell
16,811
-881
-5% -$32.9K ﹤0.01% 2242
2026
Q1 		$585K Buy
17,692
+901
+5% +$33.2K ﹤0.01% 2374
2025
Q4 		$577K Buy
16,791
+6,920
+70% +$232K ﹤0.01% 2352
2025
Q3 		$348K Buy
+9,871
New +$340K ﹤0.01% 2697
2024
Q4 		– Sell
-4,526
Closed -$214K – 3466
2024
Q3 		$214K Buy
+4,526
New +$189K ﹤0.01% 2889
2024
Q2 		– Sell
-5,248
Closed -$218K – 3242
2024
Q1 		$218K Buy
5,248
+658
+14% +$26.2K ﹤0.01% 2694
2023
Q4 		$209K Buy
+4,590
New +$154K ﹤0.01% 2657

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

Mariner's LOB Position: Q2 2026 in Review

Mariner reduced its Live Oak Bancshares (LOB) stake by 5% in Q2 2026, selling an estimated $32.9K and leaving 16,811 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #2242.

Mariner first reported a position in LOB in Q4 2023 and has held it in 7 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Mariner held 16,811 shares of Live Oak Bancshares worth $687K as of Q2 2026.
  • Mariner sold 881 Live Oak Bancshares shares in Q2 2026, an estimated $32.9K.
  • Live Oak Bancshares made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2242 holding.
  • Mariner first reported a position in Live Oak Bancshares in Q4 2023 and has held it in 7 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.