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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
Q2 		$4.78K Hold
117
– – ﹤0.01% 1627
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 $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

Mather Group's LOB Position: Q2 2026 in Review

Mather Group held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 117 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Mather Group first reported a position in LOB in Q1 2024 and has held it in 8 quarters since. The position peaked at $10.1K in Q2 2024. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Mather Group held 117 shares of Live Oak Bancshares worth $4.78K as of Q2 2026.
  • Mather Group left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1627 holding.
  • Mather Group first reported a position in Live Oak Bancshares in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Live Oak Bancshares position peaked at $10.1K in Q2 2024.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.