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 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

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 $3.37T AUM 44.26% 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

Capital Advisors Ltd's OBK Position: Q2 2026 in Review

Capital Advisors Ltd held its Origin Bancorp (OBK) position steady in Q2 2026 at 224 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Capital Advisors Ltd first reported a position in OBK in Q4 2022 and has held it in 14 quarters since. 205 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

Capital Advisors Ltd held 224 shares of Origin Bancorp worth $11K as of Q2 2026.
Capital Advisors Ltd left its Origin Bancorp share count unchanged in Q2 2026.
Origin Bancorp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #844 holding.
Capital Advisors Ltd first reported a position in Origin Bancorp in Q4 2022 and has held it in 14 quarters since.
205 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.