UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in LOB — Live Oak Bancshares, Inc.
CIK 861177
NEW YORK, NY
Position in LOB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,063,683
+$371,329 QoQ
Shares Held
50,531
-1.3% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 240 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in LOB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,464,968,565 across 255 Banks - Regional names. LOB ranks #118 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
3,607,786 | $888,309,064 | |
| 2 | USB |
US Bancorp \De\
|
12,754,537 | $770,374,029 | |
| 3 | FITB |
Fifth Third Bancorp
|
7,384,087 | $416,240,979 | |
| 4 | TFC |
Truist Financial Corp
|
7,932,304 | $395,187,379 | |
| 5 | FHN |
First Horizon Corp
|
12,731,777 | $326,442,756 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
15,403,947 | $273,111,976 | |
| 7 | MTB |
M&T Bank Corp
|
1,060,517 | $252,413,646 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
120,114 | $249,932,003 |
All Filings in LOB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,063,683 | 50,531 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,692,354 | 51,175 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,710,352 | 49,792 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,793,436 | 50,921 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,740,733 | 91,971 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,539,187 | 57,734 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $3,486,411 | 88,152 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,113,136 | 86,830 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,683,681 | 105,068 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,120,312 | 26,989 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,227,998 | 26,989 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $781,329 | 26,989 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $608,154 | 23,115 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $563,310 | 23,115 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $621,393 | 20,576 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $683,785 | 22,346 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,030,491 | 30,407 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,547,410 | 30,407 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,575,490 | 29,505 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,632,235 | 25,652 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,758,908 | 29,812 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,421,600 | 35,357 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,722,322 | 36,290 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $663,898 | 26,210 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $418,030 | 28,810 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $299,304 | 24,002 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||