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Clearstead Advisors’s Origin Bancorp OBK Stock Holding History

Clearstead Advisors’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 		$1.48K Buy
+29
New +$1.36K ﹤0.01% 2584
2026
Q1 		– Sell
-11
Closed -$414 – 2669
2025
Q4 		$414 Sell
11
-92
-89% -$3.3K ﹤0.01% 2329
2025
Q3 		$3.56K Buy
103
+5
+5% +$185 ﹤0.01% 2283
2025
Q2 		$3.5K Buy
+98
New +$3.25K ﹤0.01% 2207

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
State Street
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
Goldman Sachs New York $1.15T AUM 47.82% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Clearstead Advisors's OBK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Origin Bancorp (OBK) in Q2 2026: 29 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #2584 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in OBK as recently as Q4 2025.

Clearstead Advisors first reported a position in OBK in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.56K in Q3 2025. 205 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Clearstead Advisors held 29 shares of Origin Bancorp worth $1.48K as of Q2 2026.
  • Origin Bancorp was a new Clearstead Advisors position in Q2 2026.
  • Origin Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2584 holding.
  • Clearstead Advisors first reported a position in Origin Bancorp in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Origin Bancorp position peaked at $3.56K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.