CAL
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Capital Advisors Ltd’s Origin Bancorp OBK Stock Holding History

Capital Advisors Ltd’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 		$9K Hold
224
– – ﹤0.01% 853
2025
Q4 		$8K Hold
224
– – ﹤0.01% 861
2025
Q3 		$8K Hold
224
– – ﹤0.01% 847
2025
Q2 		$8K Sell
224
-7
-3% -$232 ﹤0.01% 846
2025
Q1 		$8K Buy
231
+7
+3% +$258 ﹤0.01% 833
2024
Q4 		$7K Hold
224
– – ﹤0.01% 876
2024
Q3 		$7K Hold
224
– – ﹤0.01% 862
2024
Q2 		$7K Hold
224
– – ﹤0.01% 837
2024
Q1 		$7K Hold
224
– – ﹤0.01% 801
2023
Q4 		$8K Hold
224
– – ﹤0.01% 732
2023
Q3 		$6K Hold
224
– – ﹤0.01% 777
2023
Q2 		$7K Buy
+224
New +$6.7K ﹤0.01% 758
2023
Q1 		– Sell
-224
Closed – – 1450
2022
Q4 		$0 Buy
+224
New +$8.9K ﹤0.01% 1510

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