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Carl Stuart Investment Advisor’s Origin Bancorp OBK Stock Holding History

Carl Stuart Investment Advisor’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 		– Sell
-6,326
Closed -$238K – 28
2025
Q4 		$238K Hold
6,326
– – 0.21% 16
2025
Q3 		$218K Hold
6,326
– – 0.21% 16
2025
Q2 		$226K Hold
6,326
– – 0.12% 15
2025
Q1 		$219K Hold
6,326
– – 0.12% 15
2024
Q4 		$211K Hold
6,326
– – 0.11% 18
2024
Q3 		$203K Hold
6,326
– – 0.11% 16
2024
Q2 		$201K Buy
+6,326
New +$194K 0.13% 15
2024
Q1 		– Sell
-6,326
Closed -$225K – 26
2023
Q4 		$225K Buy
+6,326
New +$201K 0.15% 28
2023
Q2 		– Sell
-6,326
Closed -$367K – 42
2023
Q1 		$367K Buy
+6,326
New +$232K 0.35% 19

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

Carl Stuart Investment Advisor's OBK Position: Q1 2026 in Review

Carl Stuart Investment Advisor sold out of Origin Bancorp (OBK) in Q1 2026, closing a stake of 6,326 shares — an estimated $238K sold.

Carl Stuart Investment Advisor first reported a position in OBK in Q1 2023 and held it in 9 quarters. The position peaked at $367K in Q1 2023. 190 funds tracked by Wall St. Rank hold OBK as of Q1 2026.

  • Carl Stuart Investment Advisor reported no remaining Origin Bancorp position as of Q1 2026 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 6,326 Origin Bancorp shares in Q1 2026, an estimated $238K.
  • Carl Stuart Investment Advisor first reported a position in Origin Bancorp in Q1 2023 and held it in 9 quarters.
  • Carl Stuart Investment Advisor's Origin Bancorp position peaked at $367K in Q1 2023.
  • 190 funds tracked by Wall St. Rank held Origin Bancorp as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.