Raymond James Financial
LOB icon

Raymond James Financial’s Live Oak Bancshares LOB Stock Holding History

Raymond James Financial’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 		$11.7M Buy
287,390
+24,602
+9% +$920K ﹤0.01% 2012
2026
Q1 		$8.69M Buy
262,788
+42,518
+19% +$1.57M ﹤0.01% 2133
2025
Q4 		$7.57M Buy
220,270
+34,326
+18% +$1.15M ﹤0.01% 2196
2025
Q3 		$6.55M Buy
185,944
+6,261
+3% +$216K ﹤0.01% 2260
2025
Q2 		$5.35M Buy
179,683
+10,033
+6% +$271K ﹤0.01% 2338
2025
Q1 		$4.52M Buy
169,650
+36,235
+27% +$1.2M ﹤0.01% 2400
2024
Q4 		$5.28M Buy
+133,415
New +$6M ﹤0.01% 2295

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

Raymond James Financial's LOB Position: Q2 2026 in Review

Raymond James Financial increased its Live Oak Bancshares (LOB) stake by 9.4% in Q2 2026, buying an estimated $920K and bringing the position to 287,390 shares worth $11.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Raymond James Financial first reported a position in LOB in Q4 2024 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Raymond James Financial held 287,390 shares of Live Oak Bancshares worth $11.7M as of Q2 2026.
  • Raymond James Financial bought 24,602 Live Oak Bancshares shares in Q2 2026, an estimated $920K.
  • Live Oak Bancshares made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2012 holding.
  • Raymond James Financial first reported a position in Live Oak Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.