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Mather Group’s Live Oak Bancshares LOB Stock Holding History

Mather Group’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 		$3.87K Buy
+117
New +$4.31K ﹤0.01% 1619
2025
Q4 		– Sell
-117
Closed -$4.12K – 1227
2025
Q3 		$4.12K Buy
+117
New +$4.03K ﹤0.01% 1430
2025
Q2 		– Sell
-117
Closed -$3.12K – 1252
2025
Q1 		$3.12K Hold
117
– – ﹤0.01% 1495
2024
Q4 		$4.63K Hold
117
– – ﹤0.01% 1394
2024
Q3 		$5.54K Sell
117
-127
-52% -$5.31K ﹤0.01% 1287
2024
Q2 		$10.1K Buy
244
+111
+83% +$3.93K ﹤0.01% 1453
2024
Q1 		$6.05K Buy
+133
New +$5.29K ﹤0.01% 1316

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

Mather Group's LOB Position: Q1 2026 in Review

Mather Group opened a new position in Live Oak Bancshares (LOB) in Q1 2026: 117 shares worth $3.87K. The stake represents ﹤0.01% of the portfolio and ranks #1619 among its holdings. This is a return to the name: Mather Group previously reported a position in LOB as recently as Q3 2025.

Mather Group first reported a position in LOB in Q1 2024 and has held it in 7 quarters since. The position peaked at $10.1K in Q2 2024. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Mather Group held 117 shares of Live Oak Bancshares worth $3.87K as of Q1 2026.
  • Live Oak Bancshares was a new Mather Group position in Q1 2026.
  • Live Oak Bancshares made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1619 holding.
  • Mather Group first reported a position in Live Oak Bancshares in Q1 2024 and has held it in 7 quarters since.
  • Mather Group's Live Oak Bancshares position peaked at $10.1K in Q2 2024.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.