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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
Q2 		$1K Sell
12
-234
-95% -$11K ﹤0.01% 2262
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% 2612
2025
Q2 		$0 Sell
2
-1
-33% -$33 ﹤0.01% 2586
2025
Q1 		$0 Sell
3
-12
-80% -$442 ﹤0.01% 2577
2024
Q4 		$1K Buy
15
+5
+50% +$168 ﹤0.01% 2096
2024
Q3 		$0 Sell
10
-3
-23% -$98 ﹤0.01% 2585
2024
Q2 		$0 Sell
13
-3
-19% -$92 ﹤0.01% 2597
2024
Q1 		$1K Buy
16
+15
+1,500% +$465 ﹤0.01% 2051
2023
Q4 		$0 Sell
1
-1
-50% -$32 ﹤0.01% 2539
2023
Q3 		$0 Sell
2
-3
-60% -$92 ﹤0.01% 2524
2023
Q2 		$0 Hold
5
– – ﹤0.01% 2484
2023
Q1 		$0 Hold
5
– – ﹤0.01% 2406
2022
Q4 		$0 Hold
5
– – ﹤0.01% 2432
2022
Q3 		$0 Sell
5
-4
-44% -$166 ﹤0.01% 2399
2022
Q2 		$0 Sell
9
-24
-73% -$945 ﹤0.01% 2218
2022
Q1 		$1K Buy
33
+29
+725% +$1.27K ﹤0.01% 1906
2021
Q4 		$0 Buy
+4
New +$176 ﹤0.01% 2237

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

Covestor's OBK Position: Q2 2026 in Review

Covestor reduced its Origin Bancorp (OBK) stake by 95% in Q2 2026, selling an estimated $11K and leaving 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

Covestor first reported a position in OBK in Q4 2021 and has held it in 19 quarters since. The position peaked at $10K in Q1 2026. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Covestor held 12 shares of Origin Bancorp worth $1K as of Q2 2026.
  • Covestor sold 234 Origin Bancorp shares in Q2 2026, an estimated $11K.
  • Origin Bancorp made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2262 holding.
  • Covestor first reported a position in Origin Bancorp in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Origin Bancorp position peaked at $10K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.