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Diversified Trust’s Origin Bancorp OBK Stock Holding History

Diversified Trust’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 		$535K Buy
10,453
+2,909
+39% +$137K 0.01% 729
2026
Q1 		$313K Buy
+7,544
New +$314K 0.01% 835

Other funds holding OBK

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Diversified Trust's OBK Position: Q2 2026 in Review

Diversified Trust increased its Origin Bancorp (OBK) stake by 39% in Q2 2026, buying an estimated $137K and bringing the position to 10,453 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #729.

Diversified Trust first reported a position in OBK in Q1 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Diversified Trust held 10,453 shares of Origin Bancorp worth $535K as of Q2 2026.
  • Diversified Trust bought 2,909 Origin Bancorp shares in Q2 2026, an estimated $137K.
  • Origin Bancorp made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #729 holding.
  • Diversified Trust first reported a position in Origin Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.