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Bogart Wealth LLC’s Origin Bancorp OBK Stock Holding History

Bogart Wealth LLC’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 		– Sell
-333
Closed -$13.8K – 2067
2026
Q1 		$13.8K Hold
333
– – ﹤0.01% 828
2025
Q4 		$12.5K Buy
+333
New +$11.9K ﹤0.01% 813

Other funds holding OBK

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Bogart Wealth LLC's OBK Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Origin Bancorp (OBK) in Q2 2026, closing a stake of 333 shares — an estimated $13.8K sold.

Bogart Wealth LLC first reported a position in OBK in Q4 2025 and held it in 2 quarters. The position peaked at $13.8K in Q1 2026. 25 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Bogart Wealth LLC reported no remaining Origin Bancorp position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 333 Origin Bancorp shares in Q2 2026, an estimated $13.8K.
  • Bogart Wealth LLC first reported a position in Origin Bancorp in Q4 2025 and held it in 2 quarters.
  • Bogart Wealth LLC's Origin Bancorp position peaked at $13.8K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.