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Missouri Trust & Investment Company’s Live Oak Bancshares LOB Stock Holding History

Missouri Trust & Investment Company’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 		$529 Hold
16
– – ﹤0.01% 395
2025
Q4 		$550 Hold
16
– – ﹤0.01% 389
2025
Q3 		$564 Hold
16
– – ﹤0.01% 397
2025
Q2 		$477 Hold
16
– – ﹤0.01% 410
2025
Q1 		$427 Hold
16
– – ﹤0.01% 400
2024
Q4 		$633 Hold
16
– – ﹤0.01% 412
2024
Q3 		$758 Hold
16
– – ﹤0.01% 371
2024
Q2 		$561 Hold
16
– – ﹤0.01% 382
2024
Q1 		$664 Hold
16
– – ﹤0.01% 386
2023
Q4 		$728 Hold
16
– – ﹤0.01% 403
2023
Q3 		$463 Hold
16
– – ﹤0.01% 411
2023
Q2 		$421 Hold
16
– – ﹤0.01% 457
2023
Q1 		$390 Hold
16
– – ﹤0.01% 350
2022
Q4 		$1K Hold
16
– – ﹤0.01% 325
2022
Q3 		$1K Hold
16
– – ﹤0.01% 335
2022
Q2 		$1K Hold
16
– – ﹤0.01% 349
2022
Q1 		$1K Hold
16
– – ﹤0.01% 343
2021
Q4 		$1K Buy
+16
New +$1.33K ﹤0.01% 384

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Missouri Trust & Investment Company's LOB Position: Q1 2026 in Review

Missouri Trust & Investment Company held its Live Oak Bancshares (LOB) position steady in Q1 2026 at 16 shares worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Missouri Trust & Investment Company first reported a position in LOB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1K in Q4 2022. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Missouri Trust & Investment Company held 16 shares of Live Oak Bancshares worth $529 as of Q1 2026.
  • Missouri Trust & Investment Company left its Live Oak Bancshares share count unchanged in Q1 2026.
  • Live Oak Bancshares made up ﹤0.01% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #395 holding.
  • Missouri Trust & Investment Company first reported a position in Live Oak Bancshares in Q4 2021 and has held it in 18 quarters since.
  • Missouri Trust & Investment Company's Live Oak Bancshares position peaked at $1K in Q4 2022.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.