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
Q1 		$986K Sell
23,778
-23,440
-50% -$976K ﹤0.01% 1673
2025
Q4 		$1.78M Buy
47,218
+23,715
+101% +$850K ﹤0.01% 1584
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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $761B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return