C
OBK icon

Covestor’s Origin Bancorp OBK Stock Holding History

Covestor’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 		$10K Buy
246
+18
+8% +$749 0.01% 1413
2025
Q4 		$8K Buy
228
+226
+11,300% +$8.1K ﹤0.01% 1722
2025
Q3 		$0 Hold
2
– – ﹤0.01% 2629
2025
Q2 		$0 Sell
2
-1
-33% -$33 ﹤0.01% 2595
2025
Q1 		$0 Sell
3
-12
-80% -$442 ﹤0.01% 2585
2024
Q4 		$1K Buy
15
+5
+50% +$168 ﹤0.01% 2096
2024
Q3 		$0 Sell
10
-3
-23% -$98 ﹤0.01% 2591
2024
Q2 		$0 Sell
13
-3
-19% -$92 ﹤0.01% 2604
2024
Q1 		$1K Buy
16
+15
+1,500% +$465 ﹤0.01% 2051
2023
Q4 		$0 Sell
1
-1
-50% -$32 ﹤0.01% 2562
2023
Q3 		$0 Sell
2
-3
-60% -$92 ﹤0.01% 2547
2023
Q2 		$0 Hold
5
– – ﹤0.01% 2501
2023
Q1 		$0 Hold
5
– – ﹤0.01% 2423
2022
Q4 		$0 Hold
5
– – ﹤0.01% 2448
2022
Q3 		$0 Sell
5
-4
-44% -$166 ﹤0.01% 2409
2022
Q2 		$0 Sell
9
-24
-73% -$945 ﹤0.01% 2233
2022
Q1 		$1K Buy
33
+29
+725% +$1.27K ﹤0.01% 1906
2021
Q4 		$0 Buy
+4
New +$176 ﹤0.01% 2276

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