LPL Financial
OBK icon

LPL Financial’s Origin Bancorp OBK Stock Holding History

LPL Financial’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 		$857K Buy
16,757
+558
+3% +$26.3K ﹤0.01% 4544
2026
Q1 		$672K Buy
16,199
+77
+0.5% +$3.21K ﹤0.01% 4513
2025
Q4 		$606K Buy
16,122
+300
+2% +$10.7K ﹤0.01% 4549
2025
Q3 		$546K Buy
15,822
+1,242
+9% +$46K ﹤0.01% 4549
2025
Q2 		$521K Buy
14,580
+1,368
+10% +$45.3K ﹤0.01% 4350
2025
Q1 		$458K Buy
13,212
+3,457
+35% +$127K ﹤0.01% 4248
2024
Q4 		$325K Buy
9,755
+726
+8% +$24.3K ﹤0.01% 4456
2024
Q3 		$290K Buy
9,029
+379
+4% +$12.3K ﹤0.01% 4458
2024
Q2 		$274K Buy
8,650
+1,298
+18% +$39.7K ﹤0.01% 4349
2024
Q1 		$230K Buy
7,352
+436
+6% +$13.5K ﹤0.01% 4399
2023
Q4 		$246K Buy
+6,916
New +$219K ﹤0.01% 4241
2023
Q3 		– Sell
-29,390
Closed -$861K – 4764
2023
Q2 		$861K Buy
+29,390
New +$879K ﹤0.01% 2970

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LPL Financial's OBK Position: Q2 2026 in Review

LPL Financial increased its Origin Bancorp (OBK) stake by 3.4% in Q2 2026, buying an estimated $26.3K and bringing the position to 16,757 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #4544.

LPL Financial first reported a position in OBK in Q2 2023 and has held it in 12 quarters since. The position peaked at $861K in Q2 2023. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • LPL Financial held 16,757 shares of Origin Bancorp worth $857K as of Q2 2026.
  • LPL Financial bought 558 Origin Bancorp shares in Q2 2026, an estimated $26.3K.
  • Origin Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4544 holding.
  • LPL Financial first reported a position in Origin Bancorp in Q2 2023 and has held it in 12 quarters since.
  • LPL Financial's Origin Bancorp position peaked at $861K in Q2 2023.
  • 204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.