UBS Group
LOB icon

UBS Group’s Live Oak Bancshares LOB Stock Holding History

UBS Group’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
2021
Q2 		– Sell
-26,400
Closed -$1.81M – 9617
2021
Q1 		$1.81M Hold
26,400
– – ﹤0.01% 3658
2020
Q4 		$1.25M Buy
+26,400
New +$1.06M ﹤0.01% 3833

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

UBS Group's LOB Position: Q1 2026 in Review

UBS Group reduced its Live Oak Bancshares (LOB) stake by 11% in Q1 2026, selling an estimated $659K and leaving 142,825 shares worth $4.72M. The position accounts for ﹤0.01% of the portfolio, ranked #4135.

UBS Group first reported a position in LOB in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.52M in Q4 2025. 227 funds tracked by Wall St. Rank hold LOB as of Q1 2026.

  • UBS Group held 142,825 shares of Live Oak Bancshares worth $4.72M as of Q1 2026.
  • UBS Group sold 17,885 Live Oak Bancshares shares in Q1 2026, an estimated $659K.
  • Live Oak Bancshares made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4135 holding.
  • UBS Group first reported a position in Live Oak Bancshares in Q4 2015 and has held it in 42 quarters since.
  • UBS Group's Live Oak Bancshares position peaked at $5.52M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.