Riggs Asset Management
LOB icon

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
Q3 		$2.43M Buy
67,090
+1,910
+3% +$77.8K 0.45% 57
2026
Q2 		$2.66M Sell
65,180
-6,614
-9% -$247K 0.48% 63
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

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Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Motley Fool Asset Management
Motley Fool Asset Management Alexandria, Virginia $2.64B AUM 26.58% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Riggs Asset Management's LOB Position: Q3 2026 in Review

Riggs Asset Management increased its Live Oak Bancshares (LOB) stake by 2.9% in Q3 2026, buying an estimated $77.8K and bringing the position to 67,090 shares worth $2.43M. The position accounts for 0.45% of the portfolio, ranked #57.

Riggs Asset Management first reported a position in LOB in Q2 2018 and has held it in 4 quarters since. The position peaked at $2.66M in Q2 2026. 81 funds tracked by Wall St. Rank hold LOB as of Q3 2026.

  • Riggs Asset Management held 67,090 shares of Live Oak Bancshares worth $2.43M as of Q3 2026.
  • Riggs Asset Management bought 1,910 Live Oak Bancshares shares in Q3 2026, an estimated $77.8K.
  • Live Oak Bancshares made up 0.45% of Riggs Asset Management's portfolio in Q3 2026, its #57 holding.
  • Riggs Asset Management first reported a position in Live Oak Bancshares in Q2 2018 and has held it in 4 quarters since.
  • Riggs Asset Management's Live Oak Bancshares position peaked at $2.66M in Q2 2026.
  • 81 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2026.

Based on Riggs Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.