WT
LOB icon

Whittier Trust’s Live Oak Bancshares LOB Stock Holding History

Whittier Trust’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 		$9.38M Sell
224,384
-1,571
-0.7% -$58.7K 0.09% 154
2026
Q1 		$7.64M Buy
225,955
+27,078
+14% +$998K 0.09% 163
2025
Q4 		$7.23M Buy
198,877
+20,702
+12% +$693K 0.08% 169
2025
Q3 		$6.18M Buy
178,175
+178,156
+937,663% +$6.14M 0.07% 182
2025
Q2 		$566 Sell
19
-19
-50% -$513 ﹤0.01% 1470
2025
Q1 		$1.01K Hold
38
– – ﹤0.01% 1435
2024
Q4 		$1.5K Hold
38
– – ﹤0.01% 1469
2024
Q3 		$1.8K Hold
38
– – ﹤0.01% 1458
2024
Q2 		$1.33K Hold
38
– – ﹤0.01% 1456
2024
Q1 		$1.58K Hold
38
– – ﹤0.01% 1433
2023
Q4 		$1.73K Sell
38
-373
-91% -$12.5K ﹤0.01% 1412
2023
Q3 		$11.9K Sell
411
-1
-0.2% -$32 ﹤0.01% 1223
2023
Q2 		$10.8K Sell
412
-3,114
-88% -$73.3K ﹤0.01% 1255
2023
Q1 		$85.9K Hold
3,526
– – ﹤0.01% 850
2022
Q4 		$106K Buy
3,526
+1,883
+115% +$60.1K ﹤0.01% 797
2022
Q3 		$50K Buy
+1,643
New +$58.9K ﹤0.01% 966

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's LOB Position: Q2 2026 in Review

Whittier Trust reduced its Live Oak Bancshares (LOB) stake by 0.7% in Q2 2026, selling an estimated $58.7K and leaving 224,384 shares worth $9.38M. The position accounts for 0.09% of the portfolio, ranked #154.

Whittier Trust 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 held 224,384 shares of Live Oak Bancshares worth $9.38M as of Q2 2026.
  • Whittier Trust sold 1,571 Live Oak Bancshares shares in Q2 2026, an estimated $58.7K.
  • Live Oak Bancshares made up 0.09% of Whittier Trust's portfolio in Q2 2026, its #154 holding.
  • Whittier Trust 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's 13F filing for Q2 2026, filed 28 Jul 2026.