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 Q3	$12K	Hold	224	–	–	﹤0.01%	843
2026 Q2	$11K	Hold	224	–	–	﹤0.01%	844
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Capital Advisors Ltd's OBK Position: Q3 2026 in Review

Capital Advisors Ltd held its Origin Bancorp (OBK) position steady in Q3 2026 at 224 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Capital Advisors Ltd first reported a position in OBK in Q4 2022 and has held it in 15 quarters since. 132 funds tracked by Wall St. Rank hold OBK as of Q3 2026.

Capital Advisors Ltd held 224 shares of Origin Bancorp worth $12K as of Q3 2026.
Capital Advisors Ltd left its Origin Bancorp share count unchanged in Q3 2026.
Origin Bancorp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #843 holding.
Capital Advisors Ltd first reported a position in Origin Bancorp in Q4 2022 and has held it in 15 quarters since.
132 funds tracked by Wall St. Rank held Origin Bancorp as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.