Curi RMB Capital’s Origin Bancorp OBK Stock Holding History

Curi RMB Capital’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	$8.34M	Buy	201,168 +261	+0.1%	+$10.9K	0.15%	159
2025 Q4	$7.56M	Buy	200,907 +856	+0.4%	+$30.7K	0.13%	176
2025 Q3	$6.91M	Sell	200,051 -10,000	-5%	-$370K	0.13%	182
2025 Q2	$7.51M	Buy	210,051 +51	+0%	+$1.69K	0.14%	178
2025 Q1	$7.28M	Buy	210,000 +10,000	+5%	+$368K	0.18%	157
2024 Q4	$6.66M	Hold	200,000	–	–	0.15%	171
2024 Q3	$6.43M	Sell	200,000 -5,000	-2%	-$163K	0.15%	167
2024 Q2	$6.5M	Sell	205,000 -10,000	-5%	-$306K	0.16%	164
2024 Q1	$6.72M	Hold	215,000	–	–	0.15%	164
2023 Q4	$7.65M	Sell	215,000 -30,000	-12%	-$952K	0.23%	119
2023 Q3	$7.07M	Hold	245,000	–	–	0.24%	113
2023 Q2	$7.18M	Hold	245,000	–	–	0.24%	115
2023 Q1	$7.88M	Buy	245,000 +10,000	+4%	+$367K	0.28%	103
2022 Q4	$8.62M	Hold	235,000	–	–	0.31%	101
2022 Q3	$9.04M	Hold	235,000	–	–	0.34%	91
2022 Q2	$9.12M	Buy	+235,000	New	+$9.25M	0.31%	89
2020 Q2	–	Sell	-13,639	Closed	-$276K	–	665
2020 Q1	$276K	Sell	13,639 -138,490	-91%	-$4.33M	0.01%	506
2019 Q4	$5.76M	Sell	152,129 -36,766	-19%	-$1.29M	0.21%	151
2019 Q3	$6.37M	Sell	188,895 -231,141	-55%	-$7.77M	0.23%	146
2019 Q2	$13.9M	Buy	420,036 +40,752	+11%	+$1.38M	0.48%	79
2019 Q1	$12.9M	Sell	379,284 -17,138	-4%	-$597K	0.43%	82
2018 Q4	$13.5M	Buy	396,422 +10,000	+3%	+$365K	0.46%	79
2018 Q3	$14.5M	Buy	386,422 +33,736	+10%	+$1.35M	0.43%	94
2018 Q2	$14.4M	Buy	+352,686	New	+$13.7M	0.44%	82

Other funds holding OBK

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

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