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 Q2	$1.61M	Buy	39,371 +10,845	+38%	+$405K	﹤0.01%	1690
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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

SAM

Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MML Investors Services's LOB Position: Q2 2026 in Review

MML Investors Services increased its Live Oak Bancshares (LOB) stake by 38% in Q2 2026, buying an estimated $405K and bringing the position to 39,371 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

MML Investors Services first reported a position in LOB in Q2 2024 and has held it in 9 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

MML Investors Services held 39,371 shares of Live Oak Bancshares worth $1.61M as of Q2 2026.
MML Investors Services bought 10,845 Live Oak Bancshares shares in Q2 2026, an estimated $405K.
Live Oak Bancshares made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1690 holding.
MML Investors Services first reported a position in Live Oak Bancshares in Q2 2024 and has held it in 9 quarters since.
239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.