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Torren Management’s Live Oak Bancshares LOB Stock Holding History

Torren 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 		$782 Hold
19
– – ﹤0.01% 780
2026
Q1 		$633 Hold
19
– – ﹤0.01% 838
2025
Q4 		$657 Buy
+19
New +$636 ﹤0.01% 1286

Other funds holding LOB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Torren Management's LOB Position: Q2 2026 in Review

Torren Management held its Live Oak Bancshares (LOB) position steady in Q2 2026 at 19 shares worth $782. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Torren Management first reported a position in LOB in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • Torren Management held 19 shares of Live Oak Bancshares worth $782 as of Q2 2026.
  • Torren Management left its Live Oak Bancshares share count unchanged in Q2 2026.
  • Live Oak Bancshares made up ﹤0.01% of Torren Management's portfolio in Q2 2026, its #780 holding.
  • Torren Management first reported a position in Live Oak Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on Torren Management's 13F filing for Q2 2026, filed 10 Jul 2026.