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Riverview Trust Company’s Live Oak Bancshares LOB Stock Holding History

Riverview Trust Company’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
2025
Q2 		– Sell
-684
Closed -$18.2K – 421
2025
Q1 		$18.2K Hold
684
– – 0.02% 460
2024
Q4 		$27.1K Hold
684
– – 0.02% 349
2024
Q3 		$32.4K Hold
684
– – 0.03% 315
2024
Q2 		$24K Hold
684
– – 0.02% 367
2024
Q1 		$28.4K Buy
+684
New +$27.2K 0.02% 356
2023
Q4 		– Sell
-684
Closed -$19.8K – 400
2023
Q3 		$19.8K Hold
684
– – 0.02% 381
2023
Q2 		$18K Buy
684
+251
+58% +$5.91K 0.02% 407
2023
Q1 		$10.6K Hold
433
– – 0.01% 665
2022
Q4 		$13K Buy
+433
New +$13.8K 0.01% 578

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Riverview Trust Company's LOB Position: Q2 2025 in Review

Riverview Trust Company sold out of Live Oak Bancshares (LOB) in Q2 2025, closing a stake of 684 shares — an estimated $18.2K sold.

Riverview Trust Company first reported a position in LOB in Q4 2022 and held it in 9 quarters. The position peaked at $32.4K in Q3 2024. 209 funds tracked by Wall St. Rank hold LOB as of Q2 2025.

  • Riverview Trust Company reported no remaining Live Oak Bancshares position as of Q2 2025 after selling out during the quarter.
  • Riverview Trust Company sold 684 Live Oak Bancshares shares in Q2 2025, an estimated $18.2K.
  • Riverview Trust Company first reported a position in Live Oak Bancshares in Q4 2022 and held it in 9 quarters.
  • Riverview Trust Company's Live Oak Bancshares position peaked at $32.4K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.