Allworth Financial’s Origin Bancorp OBK Stock Holding History

Allworth Financial’s Portfolio OBK Stock Details OBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$585K	Buy	14,111 +608	+5%	+$25.3K	﹤0.01%	891
2025 Q4	$508K	Buy	13,503 +29	+0.2%	+$1.04K	﹤0.01%	930
2025 Q3	$465K	Buy	13,474 +171	+1%	+$6.33K	﹤0.01%	918
2025 Q2	$475K	Buy	13,303 +93	+0.7%	+$3.08K	﹤0.01%	855
2025 Q1	$420K	Buy	13,210 +87	+0.7%	+$3.2K	﹤0.01%	721
2024 Q4	$464K	Buy	13,123 +56	+0.4%	+$1.88K	﹤0.01%	711
2024 Q3	$420K	Buy	13,067 +59	+0.5%	+$1.92K	﹤0.01%	623
2024 Q2	$463K	Buy	13,008 +59	+0.5%	+$1.81K	﹤0.01%	586
2024 Q1	$405K	Buy	12,949 +32	+0.2%	+$993	﹤0.01%	600
2023 Q4	$459K	Buy	12,917 +141	+1%	+$4.47K	﹤0.01%	536
2023 Q3	$369K	Buy	12,776 +63	+0.5%	+$1.93K	﹤0.01%	552
2023 Q2	$372K	Sell	12,713 -330	-3%	-$9.88K	﹤0.01%	565
2023 Q1	$419K	Buy	13,043 +394	+3%	+$14.5K	﹤0.01%	499
2022 Q4	$464K	Buy	12,649 +12,644	+252,880%	+$502K	0.01%	477
2022 Q3	$0	Hold	5	–	–	﹤0.01%	2961
2022 Q2	$0	Buy	+5	New	+$197	﹤0.01%	2670

Other funds holding OBK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return