KAS
OBK icon

Kestra Advisory Services’s Origin Bancorp OBK Stock Holding History

Kestra Advisory Services’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 		– Sell
-717
Closed -$27K – 3994
2025
Q4 		$27K Buy
+717
New +$25.7K ﹤0.01% 4348
2024
Q1 		– Sell
-5,996
Closed -$213K – 2511
2023
Q4 		$213K Buy
+5,996
New +$190K ﹤0.01% 2073
2023
Q2 		– Sell
-6,637
Closed -$213K – 2163
2023
Q1 		$213K Buy
+6,637
New +$244K ﹤0.01% 1796

Other funds holding OBK

BlackRock
BlackRock New York $5.72T 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 $871B 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