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 $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

UBS Group's LOB Position: Q2 2026 in Review

UBS Group increased its Live Oak Bancshares (LOB) stake by 13% in Q2 2026, buying an estimated $713K and bringing the position to 161,904 shares worth $6.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3881.

UBS Group first reported a position in LOB in Q4 2015 and has held it in 43 quarters since. 239 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • UBS Group held 161,904 shares of Live Oak Bancshares worth $6.61M as of Q2 2026.
  • UBS Group bought 19,079 Live Oak Bancshares shares in Q2 2026, an estimated $713K.
  • Live Oak Bancshares made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3881 holding.
  • UBS Group first reported a position in Live Oak Bancshares in Q4 2015 and has held it in 43 quarters since.
  • 239 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.