Pictet Asset Management
LOB icon

Pictet Asset Management’s Live Oak Bancshares LOB Stock Holding History

Pictet Asset 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 		$205K Buy
+5,020
New +$188K ﹤0.01% 1984
2024
Q4 		– Sell
-5,020
Closed -$238K – 2069
2024
Q3 		$238K Buy
+5,020
New +$210K ﹤0.01% 1729

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

Pictet Asset Management's LOB Position: Q2 2026 in Review

Pictet Asset Management opened a new position in Live Oak Bancshares (LOB) in Q2 2026: 5,020 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1984 among its holdings. This is a return to the name: Pictet Asset Management previously reported a position in LOB as recently as Q3 2024.

Pictet Asset Management first reported a position in LOB in Q3 2024 and has held it in 2 quarters since. The position peaked at $238K in Q3 2024. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Pictet Asset Management held 5,020 shares of Live Oak Bancshares worth $205K as of Q2 2026.
  • Live Oak Bancshares was a new Pictet Asset Management position in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Pictet Asset Management's portfolio in Q2 2026, its #1984 holding.
  • Pictet Asset Management first reported a position in Live Oak Bancshares in Q3 2024 and has held it in 2 quarters since.
  • Pictet Asset Management's Live Oak Bancshares position peaked at $238K in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.