TRCT
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Tower Research Capital (TRC)’s Live Oak Bancshares LOB Stock Holding History

Tower Research Capital (TRC)’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 		$154K Buy
4,649
+3,129
+206% +$115K ﹤0.01% 1827
2025
Q4 		$52.2K Sell
1,520
-287
-16% -$9.61K ﹤0.01% 2389
2025
Q3 		$63.6K Sell
1,807
-1,375
-43% -$47.4K ﹤0.01% 2332
2025
Q2 		$94.8K Buy
3,182
+1,850
+139% +$49.9K ﹤0.01% 2421
2025
Q1 		$35.5K Sell
1,332
-746
-36% -$24.8K ﹤0.01% 2481
2024
Q4 		$82.2K Sell
2,078
-4,918
-70% -$221K ﹤0.01% 2262
2024
Q3 		$331K Sell
6,996
-4,621
-40% -$193K 0.01% 1172
2024
Q2 		$407K Buy
11,617
+10,812
+1,343% +$383K 0.01% 1505
2024
Q1 		$33.4K Sell
805
-7,163
-90% -$285K ﹤0.01% 2563
2023
Q4 		$363K Buy
7,968
+6,995
+719% +$235K ﹤0.01% 1638
2023
Q3 		$28.2K Buy
973
+96
+11% +$3.09K ﹤0.01% 3068
2023
Q2 		$23.1K Sell
877
-72
-8% -$1.7K ﹤0.01% 3255
2023
Q1 		$23K Sell
949
-993
-51% -$31.1K ﹤0.01% 3287
2022
Q4 		$59K Sell
1,942
-16,641
-90% -$531K ﹤0.01% 2224
2022
Q3 		$569K Buy
18,583
+17,833
+2,378% +$640K 0.01% 1044
2022
Q2 		$25K Buy
750
+615
+456% +$25.4K ﹤0.01% 3561
2022
Q1 		$7K Sell
135
-2,082
-94% -$133K ﹤0.01% 4733
2021
Q4 		$194K Sell
2,217
-225
-9% -$18.7K ﹤0.01% 1795
2021
Q3 		$156K Sell
2,442
-3,842
-61% -$228K ﹤0.01% 2041
2021
Q2 		$371K Buy
6,284
+3,779
+151% +$237K 0.01% 1427
2021
Q1 		$171K Buy
2,505
+800
+47% +$42K ﹤0.01% 2146
2020
Q4 		$81K Sell
1,705
-2,771
-62% -$111K ﹤0.01% 2555
2020
Q3 		$114K Buy
4,476
+832
+23% +$16.2K ﹤0.01% 3059
2020
Q2 		$53K Sell
3,644
-1,746
-32% -$23.7K ﹤0.01% 2996
2020
Q1 		$67K Buy
+5,390
New +$85.3K ﹤0.01% 1155
2019
Q4 		– Sell
-687
Closed -$12K – 4011
2019
Q3 		$12K Sell
687
-1,809
-72% -$32.6K ﹤0.01% 2825
2019
Q2 		$43K Buy
2,496
+1,368
+121% +$22.5K ﹤0.01% 1676
2019
Q1 		$17K Buy
+1,128
New +$17.3K ﹤0.01% 2360
2018
Q4 		– Sell
-2,374
Closed -$64K – 4124
2018
Q3 		$64K Buy
+2,374
New +$71.1K ﹤0.01% 1608
2017
Q4 		– Sell
-1,273
Closed -$30K – 3789
2017
Q3 		$30K Buy
+1,273
New +$29.8K ﹤0.01% 2434
2016
Q4 		– Sell
-200
Closed -$3K – 4160
2016
Q3 		$3K Sell
200
-2,449
-92% -$34.2K ﹤0.01% 2858
2016
Q2 		$37K Buy
2,649
+2,125
+406% +$32.4K ﹤0.01% 1764
2016
Q1 		$8K Sell
524
-155
-23% -$2.1K ﹤0.01% 2209
2015
Q4 		$10K Sell
679
-2,095
-76% -$32.3K ﹤0.01% 2124
2015
Q3 		$54K Buy
+2,774
New +$54.6K 0.01% 959

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

Tower Research Capital (TRC)'s LOB Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its Live Oak Bancshares (LOB) stake by 206% in Q1 2026, buying an estimated $115K and bringing the position to 4,649 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Tower Research Capital (TRC) first reported a position in LOB in Q3 2015 and has held it in 35 quarters since. The position peaked at $569K in Q3 2022. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • Tower Research Capital (TRC) held 4,649 shares of Live Oak Bancshares worth $154K as of Q1 2026.
  • Tower Research Capital (TRC) bought 3,129 Live Oak Bancshares shares in Q1 2026, an estimated $115K.
  • Live Oak Bancshares made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1827 holding.
  • Tower Research Capital (TRC) first reported a position in Live Oak Bancshares in Q3 2015 and has held it in 35 quarters since.
  • Tower Research Capital (TRC)'s Live Oak Bancshares position peaked at $569K in Q3 2022.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.