Kovitz Investment Group Partners’s Origin Bancorp OBK Stock Holding History

Kovitz Investment Group 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
2026 Q2	$1.25M	Sell	24,508 -689	-3%	-$32.4K	0.03%	284
2026 Q1	$1.04M	Hold	25,197	–	–	0.02%	317
2025 Q4	$948K	Hold	25,197	–	–	0.02%	326
2025 Q3	$870K	Sell	25,197 -1,202	-5%	-$44.5K	﹤0.01%	873
2025 Q2	$944K	Sell	26,399 -1,725	-6%	-$57.1K	﹤0.01%	815
2025 Q1	$975K	Sell	28,124 -4,365	-13%	-$161K	﹤0.01%	750
2024 Q4	$1.08M	Sell	32,489 -1,833	-5%	-$61.5K	0.01%	703
2024 Q3	$1.1M	Sell	34,322 -1,781	-5%	-$58K	0.01%	605
2024 Q2	$1.15M	Buy	+36,103	New	+$1.11M	0.01%	511

Other funds holding OBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kovitz Investment Group Partners's OBK Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Origin Bancorp (OBK) stake by 2.7% in Q2 2026, selling an estimated $32.4K and leaving 24,508 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #284.

Kovitz Investment Group Partners first reported a position in OBK in Q2 2024 and has held it in 9 quarters since. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

Kovitz Investment Group Partners held 24,508 shares of Origin Bancorp worth $1.25M as of Q2 2026.
Kovitz Investment Group Partners sold 689 Origin Bancorp shares in Q2 2026, an estimated $32.4K.
Origin Bancorp made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #284 holding.
Kovitz Investment Group Partners first reported a position in Origin Bancorp in Q2 2024 and has held it in 9 quarters since.
204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.