Corient Private Wealth
OBK icon

Corient Private Wealth’s Origin Bancorp OBK Stock Holding History

Corient Private Wealth’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 		– Sell
-23,778
Closed -$986K – 3183
2026
Q1 		$986K Buy
23,778
+169
+0.7% +$7.04K ﹤0.01% 1673
2025
Q4 		$888K Buy
23,609
+106
+0.5% +$3.8K ﹤0.01% 1570
2025
Q3 		$811K Buy
23,503
+13
+0.1% +$481 ﹤0.01% 1528
2025
Q2 		$840K Hold
23,490
– – ﹤0.01% 1444
2025
Q1 		$814K Hold
23,490
– – ﹤0.01% 1369
2024
Q4 		$782K Buy
+23,490
New +$788K ﹤0.01% 1422
2024
Q3 		– Sell
-23,490
Closed -$745K – 2534
2024
Q2 		$745K Hold
23,490
– – ﹤0.01% 1453
2024
Q1 		$734K Hold
23,490
– – ﹤0.01% 1442
2023
Q4 		$836K Sell
23,490
-4,185
-15% -$133K ﹤0.01% 1357
2023
Q3 		$799K Hold
27,675
– – ﹤0.01% 1270
2023
Q2 		$811K Hold
27,675
– – ﹤0.01% 1234
2023
Q1 		$890K Buy
+27,675
New +$1.02M ﹤0.01% 1139

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

Corient Private Wealth's OBK Position: Q2 2026 in Review

Corient Private Wealth sold out of Origin Bancorp (OBK) in Q2 2026, closing a stake of 23,778 shares — an estimated $986K sold.

Corient Private Wealth first reported a position in OBK in Q1 2023 and held it in 12 quarters. The position peaked at $986K in Q1 2026. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Corient Private Wealth reported no remaining Origin Bancorp position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 23,778 Origin Bancorp shares in Q2 2026, an estimated $986K.
  • Corient Private Wealth first reported a position in Origin Bancorp in Q1 2023 and held it in 12 quarters.
  • Corient Private Wealth's Origin Bancorp position peaked at $986K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.