BPA
OBK icon

Beacon Pointe Advisors’s Origin Bancorp OBK Stock Holding History

Beacon Pointe Advisors’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 		$386K Hold
9,305
– – ﹤0.01% 1406
2025
Q4 		$350K Sell
9,305
-4,272
-31% -$153K ﹤0.01% 1196
2025
Q3 		$469K Hold
13,577
– – ﹤0.01% 1024
2025
Q2 		$485K Hold
13,577
– – 0.01% 892
2025
Q1 		$471K Hold
13,577
– – 0.01% 866
2024
Q4 		$452K Buy
+13,577
New +$455K 0.01% 860
2024
Q2 		– Sell
-13,577
Closed -$424K – 1353
2024
Q1 		$424K Sell
13,577
-3,704
-21% -$115K ﹤0.01% 981
2023
Q4 		$615K Sell
17,281
-4,456
-20% -$141K 0.01% 822
2023
Q3 		$628K Buy
+21,737
New +$664K 0.01% 786

Other funds holding OBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
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
KCM
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