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Concurrent Investment Advisors’s Origin Bancorp OBK Stock Holding History

Concurrent Investment 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 		$299K Sell
5,843
-3,863
-40% -$182K ﹤0.01% 1691
2026
Q1 		$402K Buy
9,706
+3,914
+68% +$163K ﹤0.01% 1318
2025
Q4 		$218K Sell
5,792
-471
-8% -$16.9K ﹤0.01% 1594
2025
Q3 		$216K Hold
6,263
– – ﹤0.01% 1319
2025
Q2 		$224K Buy
+6,263
New +$207K ﹤0.01% 1215

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

Concurrent Investment Advisors's OBK Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Origin Bancorp (OBK) stake by 40% in Q2 2026, selling an estimated $182K and leaving 5,843 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Concurrent Investment Advisors first reported a position in OBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $402K in Q1 2026. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Concurrent Investment Advisors held 5,843 shares of Origin Bancorp worth $299K as of Q2 2026.
  • Concurrent Investment Advisors sold 3,863 Origin Bancorp shares in Q2 2026, an estimated $182K.
  • Origin Bancorp made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1691 holding.
  • Concurrent Investment Advisors first reported a position in Origin Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Origin Bancorp position peaked at $402K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.