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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 $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
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kestra Advisory Services's OBK Position: Q1 2026 in Review

Kestra Advisory Services sold out of Origin Bancorp (OBK) in Q1 2026, closing a stake of 717 shares — an estimated $27K sold.

Kestra Advisory Services first reported a position in OBK in Q1 2023 and held it in 3 quarters. The position peaked at $213K in Q1 2023. 190 funds tracked by Wall St. Rank hold OBK as of Q1 2026.

  • Kestra Advisory Services reported no remaining Origin Bancorp position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 717 Origin Bancorp shares in Q1 2026, an estimated $27K.
  • Kestra Advisory Services first reported a position in Origin Bancorp in Q1 2023 and held it in 3 quarters.
  • Kestra Advisory Services's Origin Bancorp position peaked at $213K in Q1 2023.
  • 190 funds tracked by Wall St. Rank held Origin Bancorp as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.