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
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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RA
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
KCM
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