IWC
OBK icon

Integrated Wealth Concepts’s Origin Bancorp OBK Stock Holding History

Integrated Wealth Concepts’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 		$46.7K Buy
+913
New +$43K ﹤0.01% 3417

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

Integrated Wealth Concepts's OBK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Origin Bancorp (OBK) in Q2 2026: 913 shares worth $46.7K. The stake represents ﹤0.01% of the portfolio and ranks #3417 among its holdings.

205 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Integrated Wealth Concepts held 913 shares of Origin Bancorp worth $46.7K as of Q2 2026.
  • Origin Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • Origin Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3417 holding.
  • 205 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.