EWA
OBK icon

EverSource Wealth Advisors’s Origin Bancorp OBK Stock Holding History

EverSource Wealth Advisors’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 		$11.4K Sell
223
-325
-59% -$15.3K ﹤0.01% 2832
2026
Q1 		$22.7K Buy
548
+79
+17% +$3.29K ﹤0.01% 2427
2025
Q4 		$17.6K Buy
469
+150
+47% +$5.37K ﹤0.01% 2466
2025
Q3 		$11K Buy
319
+21
+7% +$778 ﹤0.01% 2772
2025
Q2 		$10.7K Buy
298
+268
+893% +$8.87K ﹤0.01% 2766
2025
Q1 		$1.04K Buy
+30
New +$1.1K ﹤0.01% 3215

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

EverSource Wealth Advisors's OBK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Origin Bancorp (OBK) stake by 59% in Q2 2026, selling an estimated $15.3K and leaving 223 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2832.

EverSource Wealth Advisors first reported a position in OBK in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.7K in Q1 2026. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • EverSource Wealth Advisors held 223 shares of Origin Bancorp worth $11.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 325 Origin Bancorp shares in Q2 2026, an estimated $15.3K.
  • Origin Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2832 holding.
  • EverSource Wealth Advisors first reported a position in Origin Bancorp in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Origin Bancorp position peaked at $22.7K in Q1 2026.
  • 204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.