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
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mariner's LOB Position: Q1 2026 in Review

Mariner increased its Live Oak Bancshares (LOB) stake by 5.4% in Q1 2026, buying an estimated $33.2K and bringing the position to 17,692 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #2374.

Mariner first reported a position in LOB in Q4 2023 and has held it in 6 quarters since. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Mariner held 17,692 shares of Live Oak Bancshares worth $585K as of Q1 2026.
  • Mariner bought 901 Live Oak Bancshares shares in Q1 2026, an estimated $33.2K.
  • Live Oak Bancshares made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2374 holding.
  • Mariner first reported a position in Live Oak Bancshares in Q4 2023 and has held it in 6 quarters since.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.