MML Investors Services
LOB icon

MML Investors Services’s Live Oak Bancshares LOB Stock Holding History

MML Investors Services’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 		$943K Sell
28,526
-13,571
-32% -$500K ﹤0.01% 1824
2025
Q4 		$1.45M Buy
42,097
+2,695
+7% +$90.2K ﹤0.01% 1575
2025
Q3 		$1.39M Buy
39,402
+1,754
+5% +$60.4K ﹤0.01% 1521
2025
Q2 		$1.12M Buy
37,648
+3,923
+12% +$106K ﹤0.01% 1590
2025
Q1 		$899K Buy
33,725
+6,503
+24% +$216K ﹤0.01% 1647
2024
Q4 		$1.08M Buy
27,222
+11,256
+70% +$507K ﹤0.01% 1452
2024
Q3 		$756K Buy
15,966
+1,293
+9% +$54.1K ﹤0.01% 1614
2024
Q2 		$514K Buy
+14,673
New +$520K ﹤0.01% 1770

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 $5.7T 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