Mather Group
LOB icon

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
Q3 		$4.23K Hold
117
– – ﹤0.01% 1845
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 +$5.3K ﹤0.01% 1316

Other funds holding LOB

Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Mather Group's LOB Position: Q3 2026 in Review

Mather Group held its Live Oak Bancshares (LOB) position steady in Q3 2026 at 117 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Mather Group first reported a position in LOB in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.1K in Q2 2024. 39 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • Mather Group held 117 shares of Live Oak Bancshares worth $4.23K as of Q3 2026.
  • Mather Group left its Live Oak Bancshares share count unchanged in Q3 2026.
  • Live Oak Bancshares made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1845 holding.
  • Mather Group first reported a position in Live Oak Bancshares in Q1 2024 and has held it in 9 quarters since.
  • Mather Group's Live Oak Bancshares position peaked at $10.1K in Q2 2024.
  • 39 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.