Cassady Schiller Wealth Management’s Origin Bancorp OBK Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$300	Buy	+9	New	+$302	﹤0.01%	1044

Other funds holding OBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Cassady Schiller Wealth Management's OBK Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Origin Bancorp (OBK) in Q4 2024: 9 shares worth $300. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings.

162 funds tracked by Wall St. Rank hold OBK as of Q4 2024.

Cassady Schiller Wealth Management held 9 shares of Origin Bancorp worth $300 as of Q4 2024.
Origin Bancorp was a new Cassady Schiller Wealth Management position in Q4 2024.
Origin Bancorp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1044 holding.
162 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.