Concourse Financial Group Securities’s Origin Bancorp OBK Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-33	Closed	-$1.17K	–	1414
2024 Q4	$1.17K	Buy	33 +7	+27%	+$235	﹤0.01%	2072
2024 Q3	$836	Sell	26 -3	-10%	-$98	﹤0.01%	2090
2024 Q2	$919	Buy	29 +2	+7%	+$61	﹤0.01%	2134
2024 Q1	$843	Sell	27 -4	-13%	-$124	﹤0.01%	2158
2023 Q4	$1.1K	Buy	31 +17	+121%	+$539	﹤0.01%	2101
2023 Q3	$404	Buy	+14	New	+$428	﹤0.01%	2204
2023 Q2	–	Sell	-8	Closed	-$239	–	2420
2023 Q1	$257	Sell	8 -11	-58%	-$404	﹤0.01%	2295
2022 Q4	$697	Hold	19	–	–	﹤0.01%	2213
2022 Q3	$1K	Buy	+19	New	+$788	﹤0.01%	1907

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

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

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Concourse Financial Group Securities's OBK Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Origin Bancorp (OBK) in Q1 2025, closing a stake of 33 shares — an estimated $1.17K sold.

Concourse Financial Group Securities first reported a position in OBK in Q3 2022 and held it in 9 quarters. The position peaked at $1.17K in Q4 2024. 174 funds tracked by Wall St. Rank hold OBK as of Q1 2025.

Concourse Financial Group Securities reported no remaining Origin Bancorp position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 33 Origin Bancorp shares in Q1 2025, an estimated $1.17K.
Concourse Financial Group Securities first reported a position in Origin Bancorp in Q3 2022 and held it in 9 quarters.
Concourse Financial Group Securities's Origin Bancorp position peaked at $1.17K in Q4 2024.
174 funds tracked by Wall St. Rank held Origin Bancorp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.