Global Retirement Partners’s Origin Bancorp OBK Stock Holding History

Global Retirement Partners’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 Q4	$3.5K	Hold	93	–	–	﹤0.01%	3554
2025 Q3	$3.21K	Buy	93 +27	+41%	+$1K	﹤0.01%	3144
2025 Q2	$2.36K	Buy	+66	New	+$2.19K	﹤0.01%	3185
2024 Q4	$2.2K	Sell	66 -19	-22%	-$637	﹤0.01%	3047
2024 Q3	$2.73K	Sell	85 -4	-4%	-$130	﹤0.01%	2828
2024 Q2	$2.82K	Buy	+89	New	+$2.73K	﹤0.01%	2837
2019 Q3	–	Sell	-151	Closed	-$5K	–	1666
2019 Q2	$5K	Hold	151	–	–	﹤0.01%	1295
2019 Q1	$5K	Buy	151 +43	+40%	+$1.5K	﹤0.01%	1245
2018 Q4	$4K	Buy	108 +93	+620%	+$3.4K	﹤0.01%	1220
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	1488
2018 Q2	$1K	Buy	+15	New	+$584	﹤0.01%	1479

Other funds holding OBK

BlackRock New York $5.72T AUM 30.48% 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

SAM

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

Royce & Associates New York $10.1B AUM 42.88% 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

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

Global Retirement Partners's OBK Position: Q4 2025 in Review

Global Retirement Partners held its Origin Bancorp (OBK) position steady in Q4 2025 at 93 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

Global Retirement Partners first reported a position in OBK in Q2 2018 and has held it in 11 quarters since. The position peaked at $5K in Q2 2019. 187 funds tracked by Wall St. Rank hold OBK as of Q4 2025.

Global Retirement Partners held 93 shares of Origin Bancorp worth $3.5K as of Q4 2025.
Global Retirement Partners left its Origin Bancorp share count unchanged in Q4 2025.
Origin Bancorp made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3554 holding.
Global Retirement Partners first reported a position in Origin Bancorp in Q2 2018 and has held it in 11 quarters since.
Global Retirement Partners's Origin Bancorp position peaked at $5K in Q2 2019.
187 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.