AF
OBK icon

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
Q2 		$30.2K Sell
591
-13,520
-96% -$636K ﹤0.01% 2879
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% 2960
2022
Q2 		$0 Buy
+5
New +$197 ﹤0.01% 2669

Other funds holding OBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allworth Financial's OBK Position: Q2 2026 in Review

Allworth Financial reduced its Origin Bancorp (OBK) stake by 96% in Q2 2026, selling an estimated $636K and leaving 591 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2879.

Allworth Financial first reported a position in OBK in Q2 2022 and has held it in 17 quarters since. The position peaked at $585K in Q1 2026. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Allworth Financial held 591 shares of Origin Bancorp worth $30.2K as of Q2 2026.
  • Allworth Financial sold 13,520 Origin Bancorp shares in Q2 2026, an estimated $636K.
  • Origin Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2879 holding.
  • Allworth Financial first reported a position in Origin Bancorp in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's Origin Bancorp position peaked at $585K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.