Empowered Funds’s Origin Bancorp OBK Stock Holding History

Empowered Funds’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	$5.74M	Buy	138,469 +6,506	+5%	+$271K	0.04%	578
2025 Q4	$4.96M	Buy	131,963 +5,093	+4%	+$182K	0.08%	261
2025 Q3	$4.38M	Buy	126,870 +7,970	+7%	+$295K	0.04%	530
2025 Q2	$4.25M	Buy	118,900 +6,148	+5%	+$204K	0.05%	486
2025 Q1	$3.91M	Buy	112,752 +22,963	+26%	+$845K	0.06%	461
2024 Q4	$2.99M	Buy	89,789 +4,304	+5%	+$144K	0.04%	555
2024 Q3	$2.75M	Buy	85,485 +4,288	+5%	+$140K	0.04%	552
2024 Q2	$2.58M	Buy	81,197 +5,760	+8%	+$176K	0.04%	526
2024 Q1	$2.36M	Buy	75,437 +5,600	+8%	+$174K	0.04%	556
2023 Q4	$2.48M	Buy	69,837 +13,886	+25%	+$440K	0.06%	443
2023 Q3	$1.62M	Buy	55,951 +4,582	+9%	+$140K	0.05%	511
2023 Q2	$1.51M	Buy	+51,369	New	+$1.54M	0.05%	502

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