Northwestern Mutual Wealth Management
LOB icon

Northwestern Mutual Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Northwestern Mutual Wealth Management’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 		$332K Sell
8,130
-66
-0.8% -$2.47K ﹤0.01% 1786
2026
Q1 		$271K Buy
8,196
+86
+1% +$3.17K ﹤0.01% 1780
2025
Q4 		$279K Hold
8,110
– – ﹤0.01% 1743
2025
Q3 		$286K Hold
8,110
– – ﹤0.01% 1659
2025
Q2 		$242K Sell
8,110
-1,614
-17% -$43.5K ﹤0.01% 1655
2025
Q1 		$259K Buy
9,724
+90
+0.9% +$2.99K ﹤0.01% 1559
2024
Q4 		$381K Buy
9,634
+24
+0.2% +$1.08K ﹤0.01% 1415
2024
Q3 		$455K Sell
9,610
-3,000
-24% -$125K ﹤0.01% 1338
2024
Q2 		$442K Sell
12,610
-4,500
-26% -$159K ﹤0.01% 1303
2024
Q1 		$710K Buy
17,110
+17,060
+34,120% +$679K ﹤0.01% 1126
2023
Q4 		$2.27K Buy
+50
New +$1.68K ﹤0.01% 3036
2023
Q1 		– Sell
-82
Closed -$2.48K – 3501
2022
Q4 		$2.48K Buy
+82
New +$2.62K ﹤0.01% 2915
2022
Q3 		– Sell
-46
Closed -$2K – 3266
2022
Q2 		$2K Buy
+46
New +$1.9K ﹤0.01% 2926

Other funds holding LOB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwestern Mutual Wealth Management's LOB Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Live Oak Bancshares (LOB) stake by 0.81% in Q2 2026, selling an estimated $2.47K and leaving 8,130 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Northwestern Mutual Wealth Management first reported a position in LOB in Q2 2022 and has held it in 13 quarters since. The position peaked at $710K in Q1 2024. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Northwestern Mutual Wealth Management held 8,130 shares of Live Oak Bancshares worth $332K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 66 Live Oak Bancshares shares in Q2 2026, an estimated $2.47K.
  • Live Oak Bancshares made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1786 holding.
  • Northwestern Mutual Wealth Management first reported a position in Live Oak Bancshares in Q2 2022 and has held it in 13 quarters since.
  • Northwestern Mutual Wealth Management's Live Oak Bancshares position peaked at $710K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.