Bessemer Group

Bessemer Group’s Origin Bancorp OBK Stock Holding History

Bessemer Group’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	–	Sell	-80	Closed	-$3K	–	2649
2025 Q4	$3K	Hold	80	–	–	﹤0.01%	2364
2025 Q3	$3K	Hold	80	–	–	﹤0.01%	2253
2025 Q2	$3K	Sell	80 -11	-12%	-$364	﹤0.01%	2140
2025 Q1	$3K	Buy	91 +11	+14%	+$405	﹤0.01%	2164
2024 Q4	$3K	Hold	80	–	–	﹤0.01%	2144
2024 Q3	$3K	Hold	80	–	–	﹤0.01%	2112
2024 Q2	$3K	Hold	80	–	–	﹤0.01%	1876
2024 Q1	$3K	Hold	80	–	–	﹤0.01%	1878
2023 Q4	$3K	Sell	80 -185,316	-100%	-$5.88M	﹤0.01%	1945
2023 Q3	$5.35M	Buy	185,396 +8,528	+5%	+$261K	0.01%	348
2023 Q2	$5.18M	Buy	176,868 +46,464	+36%	+$1.39M	0.01%	352
2023 Q1	$4.19M	Sell	130,404 -83,486	-39%	-$3.07M	0.01%	360
2022 Q4	$7.85M	Buy	213,890 +63,130	+42%	+$2.51M	0.02%	273
2022 Q3	$5.8M	Buy	+150,760	New	+$6.26M	0.02%	308

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