Kovitz Investment Group Partners
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$944K Sell
26,399
-1,725
-6% -$61.7K ﹤0.01% 814
2025
Q1 		$975K Sell
28,124
-4,365
-13% -$151K ﹤0.01% 746
2024
Q4 		$1.08M Sell
32,489
-1,833
-5% -$61K 0.01% 701
2024
Q3 		$1.1M Sell
34,322
-1,781
-5% -$57.3K 0.01% 603
2024
Q2 		$1.15M Buy
+36,103
New +$1.15M 0.01% 509