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

Riggs 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
Q1 		$2.37M Buy
+71,794
New +$2.65M 0.49% 61
2018
Q3 		– Sell
-250
Closed -$8K – 246
2018
Q2 		$8K Buy
+250
New +$7.33K ﹤0.01% 188

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 $5.72T 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

Riggs Asset Management's LOB Position: Q1 2026 in Review

Riggs Asset Management opened a new position in Live Oak Bancshares (LOB) in Q1 2026: 71,794 shares worth $2.37M. The stake represents 0.49% of the portfolio and ranks #61 among its holdings. This is a return to the name: Riggs Asset Management previously reported a position in LOB as recently as Q2 2018.

Riggs Asset Management first reported a position in LOB in Q2 2018 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Riggs Asset Management held 71,794 shares of Live Oak Bancshares worth $2.37M as of Q1 2026.
  • Live Oak Bancshares was a new Riggs Asset Management position in Q1 2026.
  • Live Oak Bancshares made up 0.49% of Riggs Asset Management's portfolio in Q1 2026, its #61 holding.
  • Riggs Asset Management first reported a position in Live Oak Bancshares in Q2 2018 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Riggs Asset Management's 13F filing for Q1 2026, filed 12 May 2026.