Envestnet Asset Management
OBK icon

Envestnet Asset Management’s Origin Bancorp OBK Stock Holding History

Envestnet Asset Management’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 		$4.76M Sell
93,095
-3,385
-4% -$159K ﹤0.01% 2494
2026
Q1 		$4M Buy
96,480
+4,094
+4% +$170K ﹤0.01% 2499
2025
Q4 		$3.47M Sell
92,386
-9,112
-9% -$326K ﹤0.01% 2438
2025
Q3 		$3.5M Buy
101,498
+1,129
+1% +$41.8K ﹤0.01% 2501
2025
Q2 		$3.59M Buy
100,369
+33,907
+51% +$1.12M ﹤0.01% 2436
2025
Q1 		$2.3M Buy
66,462
+4,054
+6% +$149K ﹤0.01% 2633
2024
Q4 		$2.08M Buy
62,408
+4,553
+8% +$153K ﹤0.01% 2667
2024
Q3 		$1.86M Sell
57,855
-2,189
-4% -$71.3K ﹤0.01% 2708
2024
Q2 		$1.9M Buy
60,044
+9,851
+20% +$302K ﹤0.01% 2626
2024
Q1 		$1.57M Buy
50,193
+5,831
+13% +$181K ﹤0.01% 2731
2023
Q4 		$1.58M Buy
44,362
+1,417
+3% +$44.9K ﹤0.01% 2613
2023
Q3 		$1.24M Buy
42,945
+16,189
+61% +$495K ﹤0.01% 2656
2023
Q2 		$784K Sell
26,756
-605
-2% -$18.1K ﹤0.01% 2935
2023
Q1 		$880K Buy
27,361
+5,161
+23% +$190K ﹤0.01% 2764
2022
Q4 		$815K Sell
22,200
-246
-1% -$9.77K ﹤0.01% 2792
2022
Q3 		$863K Buy
+22,446
New +$931K ﹤0.01% 2686

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

Envestnet Asset Management's OBK Position: Q2 2026 in Review

Envestnet Asset Management reduced its Origin Bancorp (OBK) stake by 3.5% in Q2 2026, selling an estimated $159K and leaving 93,095 shares worth $4.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2494.

Envestnet Asset Management first reported a position in OBK in Q3 2022 and has held it in 16 quarters since. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Envestnet Asset Management held 93,095 shares of Origin Bancorp worth $4.76M as of Q2 2026.
  • Envestnet Asset Management sold 3,385 Origin Bancorp shares in Q2 2026, an estimated $159K.
  • Origin Bancorp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2494 holding.
  • Envestnet Asset Management first reported a position in Origin Bancorp in Q3 2022 and has held it in 16 quarters since.
  • 204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.