Mather Group’s Origin Bancorp OBK Stock Holding History

Mather Group’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 Q3	$6.64K	Buy	+127	New	+$6.76K	﹤0.01%	1756

Other funds holding OBK

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

Mather Group's OBK Position: Q3 2026 in Review

Mather Group opened a new position in Origin Bancorp (OBK) in Q3 2026: 127 shares worth $6.64K. The stake represents ﹤0.01% of the portfolio and ranks #1756 among its holdings.

30 funds tracked by Wall St. Rank hold OBK as of Q3 2026.

Mather Group held 127 shares of Origin Bancorp worth $6.64K as of Q3 2026.
Origin Bancorp was a new Mather Group position in Q3 2026.
Origin Bancorp made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1756 holding.
30 funds tracked by Wall St. Rank held Origin Bancorp as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.