Emerald Mutual Fund Advisers Trust’s Origin Bancorp OBK Stock Holding History

Emerald Mutual Fund Advisers 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
2025 Q1	–	Sell	-4,672	Closed	-$156K	–	228
2024 Q4	$156K	Hold	4,672	–	–	0.01%	197
2024 Q3	$150K	Hold	4,672	–	–	0.01%	204
2024 Q2	$148K	Hold	4,672	–	–	0.01%	203
2024 Q1	$146K	Hold	4,672	–	–	0.01%	205
2023 Q4	$166K	Buy	+4,672	New	+$148K	0.01%	217
2020 Q1	–	Sell	-150,710	Closed	-$5.7M	–	288
2019 Q4	$5.7M	Hold	150,710	–	–	0.23%	125
2019 Q3	$5.08M	Hold	150,710	–	–	0.23%	128
2019 Q2	$4.97M	Hold	150,710	–	–	0.2%	138
2019 Q1	$5.13M	Hold	150,710	–	–	0.21%	140
2018 Q4	$5.14M	Hold	150,710	–	–	0.24%	136
2018 Q3	$5.67M	Hold	150,710	–	–	0.19%	163
2018 Q2	$6.17M	Buy	+150,710	New	+$5.87M	0.22%	144

Other funds holding OBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's OBK Position: Q1 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Origin Bancorp (OBK) in Q1 2025, closing a stake of 4,672 shares — an estimated $156K sold.

Emerald Mutual Fund Advisers Trust first reported a position in OBK in Q2 2018 and held it in 12 quarters. The position peaked at $6.17M in Q2 2018. 174 funds tracked by Wall St. Rank hold OBK as of Q1 2025.

Emerald Mutual Fund Advisers Trust reported no remaining Origin Bancorp position as of Q1 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 4,672 Origin Bancorp shares in Q1 2025, an estimated $156K.
Emerald Mutual Fund Advisers Trust first reported a position in Origin Bancorp in Q2 2018 and held it in 12 quarters.
Emerald Mutual Fund Advisers Trust's Origin Bancorp position peaked at $6.17M in Q2 2018.
174 funds tracked by Wall St. Rank held Origin Bancorp as of Q1 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2025, filed 1 May 2025.