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

WhitTier 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
2026
Q2 		$4.81M Sell
117,000
-136
-0.1% -$5.08K 0.09% 160
2026
Q1 		$3.96M Buy
117,136
+10,801
+10% +$398K 0.08% 174
2025
Q4 		$3.87M Buy
106,335
+3,272
+3% +$110K 0.08% 177
2025
Q3 		$3.58M Buy
103,063
+101,752
+7,761% +$3.51M 0.08% 182
2025
Q2 		$39.1K Buy
1,311
+576
+78% +$15.5K ﹤0.01% 847
2025
Q1 		$19.6K Sell
735
-82
-10% -$2.73K ﹤0.01% 970
2024
Q4 		$32.3K Hold
817
– – ﹤0.01% 842
2024
Q3 		$38.7K Buy
817
+13
+2% +$544 ﹤0.01% 803
2024
Q2 		$28.2K Sell
804
-3
-0.4% -$106 ﹤0.01% 824
2024
Q1 		$33.5K Buy
807
+1
+0.1% +$40 ﹤0.01% 752
2023
Q4 		$36.7K Buy
806
+71
+10% +$2.38K ﹤0.01% 721
2023
Q3 		$21.3K Hold
735
– – ﹤0.01% 803
2023
Q2 		$19.3K Hold
735
– – ﹤0.01% 859
2023
Q1 		$17.9K Hold
735
– – ﹤0.01% 860
2022
Q4 		$22.2K Buy
735
+389
+112% +$12.4K ﹤0.01% 828
2022
Q3 		$11K Buy
+346
New +$12.4K ﹤0.01% 900

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

WhitTier Trust Company's LOB Position: Q2 2026 in Review

WhitTier Trust Company reduced its Live Oak Bancshares (LOB) stake by 0.12% in Q2 2026, selling an estimated $5.08K and leaving 117,000 shares worth $4.81M. The position accounts for 0.09% of the portfolio, ranked #160.

WhitTier Trust Company first reported a position in LOB in Q3 2022 and has held it in 16 quarters since. 240 funds tracked by Wall St. Rank hold LOB as of Q2 2026.

  • WhitTier Trust Company held 117,000 shares of Live Oak Bancshares worth $4.81M as of Q2 2026.
  • WhitTier Trust Company sold 136 Live Oak Bancshares shares in Q2 2026, an estimated $5.08K.
  • Live Oak Bancshares made up 0.09% of WhitTier Trust Company's portfolio in Q2 2026, its #160 holding.
  • WhitTier Trust Company first reported a position in Live Oak Bancshares in Q3 2022 and has held it in 16 quarters since.
  • 240 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.