Mackenzie Financial
OBK icon

Mackenzie Financial’s Origin Bancorp OBK Stock Holding History

Mackenzie 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
2025
Q4 		– Sell
-18,511
Closed -$639K – 1777
2025
Q3 		$639K Buy
18,511
+510
+3% +$18.9K ﹤0.01% 1187
2025
Q2 		$643K Buy
18,001
+2,290
+15% +$75.8K ﹤0.01% 1143
2025
Q1 		$545K Buy
15,711
+160
+1% +$5.89K ﹤0.01% 1173
2024
Q4 		$518K Buy
+15,551
New +$521K ﹤0.01% 1162

Other funds holding OBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mackenzie Financial's OBK Position: Q4 2025 in Review

Mackenzie Financial sold out of Origin Bancorp (OBK) in Q4 2025, closing a stake of 18,511 shares — an estimated $639K sold.

Mackenzie Financial first reported a position in OBK in Q4 2024 and held it in 4 quarters. The position peaked at $643K in Q2 2025. 187 funds tracked by Wall St. Rank hold OBK as of Q4 2025.

  • Mackenzie Financial reported no remaining Origin Bancorp position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 18,511 Origin Bancorp shares in Q4 2025, an estimated $639K.
  • Mackenzie Financial first reported a position in Origin Bancorp in Q4 2024 and held it in 4 quarters.
  • Mackenzie Financial's Origin Bancorp position peaked at $643K in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.