Linscomb Wealth’s Origin Bancorp OBK Stock Holding History

Linscomb Wealth’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
2025 Q4	–	Sell	-9,776	Closed	-$337K	–	311
2025 Q3	$337K	Hold	9,776	–	–	0.01%	257
2025 Q2	$349K	Buy	9,776 +3	+0%	+$99	0.02%	256
2025 Q1	$339K	Sell	9,773 -9,598	-50%	-$353K	0.02%	250
2024 Q4	$645K	Buy	19,371 +6	+0%	+$201	0.03%	207
2024 Q3	$623K	Buy	19,365 +14	+0.1%	+$456	0.03%	209
2024 Q2	$614K	Buy	+19,351	New	+$592K	0.03%	205

Other funds holding OBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Linscomb Wealth's OBK Position: Q4 2025 in Review

Linscomb Wealth sold out of Origin Bancorp (OBK) in Q4 2025, closing a stake of 9,776 shares — an estimated $337K sold.

Linscomb Wealth first reported a position in OBK in Q2 2024 and held it in 6 quarters. The position peaked at $645K in Q4 2024. 187 funds tracked by Wall St. Rank hold OBK as of Q4 2025.

Linscomb Wealth reported no remaining Origin Bancorp position as of Q4 2025 after selling out during the quarter.
Linscomb Wealth sold 9,776 Origin Bancorp shares in Q4 2025, an estimated $337K.
Linscomb Wealth first reported a position in Origin Bancorp in Q2 2024 and held it in 6 quarters.
Linscomb Wealth's Origin Bancorp position peaked at $645K in Q4 2024.
187 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2025.

Based on Linscomb Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.