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Coldstream Capital Management’s Origin Bancorp OBK Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-234
Closed -$8.11K – 2603
2025
Q1 		$8.11K Buy
+234
New +$8.61K ﹤0.01% 2478

Other funds holding OBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Coldstream Capital Management's OBK Position: Q2 2025 in Review

Coldstream Capital Management sold out of Origin Bancorp (OBK) in Q2 2025, closing a stake of 234 shares — an estimated $8.11K sold.

Coldstream Capital Management first reported a position in OBK in Q1 2025 and held it in 1 quarter. The position peaked at $8.11K in Q1 2025. 173 funds tracked by Wall St. Rank hold OBK as of Q2 2025.

  • Coldstream Capital Management reported no remaining Origin Bancorp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 234 Origin Bancorp shares in Q2 2025, an estimated $8.11K.
  • Coldstream Capital Management first reported a position in Origin Bancorp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Origin Bancorp position peaked at $8.11K in Q1 2025.
  • 173 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.