Carson Wealth (CWM LLC)
OBK icon

Carson Wealth (CWM LLC)’s Origin Bancorp OBK Stock Holding History

Carson Wealth (CWM 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
Q1 		$381K Buy
9,188
+3,491
+61% +$145K ﹤0.01% 2223
2025
Q4 		$214K Sell
5,697
-306
-5% -$11K ﹤0.01% 2515
2025
Q3 		$207K Buy
6,003
+2,846
+90% +$105K ﹤0.01% 2415
2025
Q2 		$113K Buy
3,157
+2,139
+210% +$70.8K ﹤0.01% 2608
2025
Q1 		$35K Buy
1,018
+315
+45% +$11.6K ﹤0.01% 3265
2024
Q4 		$23K Sell
703
-18
-2% -$604 ﹤0.01% 3348
2024
Q3 		$23K Buy
721
+83
+13% +$2.7K ﹤0.01% 3273
2024
Q2 		$20K Buy
638
+223
+54% +$6.83K ﹤0.01% 3115
2024
Q1 		$13K Buy
415
+13
+3% +$403 ﹤0.01% 3193
2023
Q4 		$14K Hold
402
– – ﹤0.01% 2995
2023
Q3 		$12K Buy
402
+250
+164% +$7.64K ﹤0.01% 3046
2023
Q2 		$4K Buy
+152
New +$4.55K ﹤0.01% 3547

Other funds holding OBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OBK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Origin Bancorp (OBK) stake by 61% in Q1 2026, buying an estimated $145K and bringing the position to 9,188 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #2223.

Carson Wealth (CWM LLC) first reported a position in OBK in Q2 2023 and has held it in 12 quarters since. 190 funds tracked by Wall St. Rank hold OBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,188 shares of Origin Bancorp worth $381K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,491 Origin Bancorp shares in Q1 2026, an estimated $145K.
  • Origin Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2223 holding.
  • Carson Wealth (CWM LLC) first reported a position in Origin Bancorp in Q2 2023 and has held it in 12 quarters since.
  • 190 funds tracked by Wall St. Rank held Origin Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.