Mercer Global Advisors
LOB icon

Mercer Global Advisors’s Live Oak Bancshares LOB Stock Holding History

Mercer Global Advisors’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 		$256K Buy
+7,746
New +$285K ﹤0.01% 2593
2025
Q4 		– Sell
-7,236
Closed -$255K – 2924
2025
Q3 		$255K Buy
+7,236
New +$249K ﹤0.01% 2205

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

Mercer Global Advisors's LOB Position: Q1 2026 in Review

Mercer Global Advisors opened a new position in Live Oak Bancshares (LOB) in Q1 2026: 7,746 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #2593 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in LOB as recently as Q3 2025.

Mercer Global Advisors first reported a position in LOB in Q3 2025 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Mercer Global Advisors held 7,746 shares of Live Oak Bancshares worth $256K as of Q1 2026.
  • Live Oak Bancshares was a new Mercer Global Advisors position in Q1 2026.
  • Live Oak Bancshares made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2593 holding.
  • Mercer Global Advisors first reported a position in Live Oak Bancshares in Q3 2025 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.