BFI Wealth Solutions’s Origin Bancorp OBK Stock Holding History

BFI Wealth Solutions’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	$292K	Hold	5,699	–	–	0.22%	70
2026 Q1	$241K	Hold	5,699	–	–	0.23%	70
2025 Q4	$214K	Buy	+5,699	New	+$204K	0.2%	72

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 $3.38T AUM 44.17% 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

BFI Wealth Solutions's OBK Position: Q2 2026 in Review

BFI Wealth Solutions held its Origin Bancorp (OBK) position steady in Q2 2026 at 5,699 shares worth $292K. The position accounts for 0.22% of the portfolio, ranked #70.

BFI Wealth Solutions first reported a position in OBK in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

BFI Wealth Solutions held 5,699 shares of Origin Bancorp worth $292K as of Q2 2026.
BFI Wealth Solutions left its Origin Bancorp share count unchanged in Q2 2026.
Origin Bancorp made up 0.22% of BFI Wealth Solutions's portfolio in Q2 2026, its #70 holding.
BFI Wealth Solutions first reported a position in Origin Bancorp in Q4 2025 and has held it in 3 quarters since.
204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.