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 Q2	$476K	Buy	9,313 +8	+0.1%	+$377	﹤0.01%	1357
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Beacon Pointe Advisors's OBK Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Origin Bancorp (OBK) stake by 0.09% in Q2 2026, buying an estimated $377 and bringing the position to 9,313 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Beacon Pointe Advisors first reported a position in OBK in Q3 2023 and has held it in 10 quarters since. The position peaked at $628K in Q3 2023. 205 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

Beacon Pointe Advisors held 9,313 shares of Origin Bancorp worth $476K as of Q2 2026.
Beacon Pointe Advisors bought 8 Origin Bancorp shares in Q2 2026, an estimated $377.
Origin Bancorp made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1357 holding.
Beacon Pointe Advisors first reported a position in Origin Bancorp in Q3 2023 and has held it in 10 quarters since.
Beacon Pointe Advisors's Origin Bancorp position peaked at $628K in Q3 2023.
205 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.