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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
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

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 $3.37T AUM 44.26% 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

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

Riggs Asset Management reduced its Live Oak Bancshares (LOB) stake by 9.2% in Q2 2026, selling an estimated $247K and leaving 65,180 shares worth $2.66M. The position accounts for 0.48% of the portfolio, ranked #63.

Riggs Asset Management first reported a position in LOB in Q2 2018 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Riggs Asset Management held 65,180 shares of Live Oak Bancshares worth $2.66M as of Q2 2026.
  • Riggs Asset Management sold 6,614 Live Oak Bancshares shares in Q2 2026, an estimated $247K.
  • Live Oak Bancshares made up 0.48% of Riggs Asset Management's portfolio in Q2 2026, its #63 holding.
  • Riggs Asset Management first reported a position in Live Oak Bancshares in Q2 2018 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Riggs Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.