NewEdge Advisors’s Origin Bancorp OBK Stock Holding History

NewEdge Advisors’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 Q1	$5.7K	Buy	138 +1	+0.7%	+$42	﹤0.01%	3548
2025 Q4	$5.16K	Hold	137	–	–	﹤0.01%	3672
2025 Q3	$4.71K	Buy	137 +1	+0.7%	+$37	﹤0.01%	3557
2025 Q2	$4.86K	Buy	136 +1	+0.7%	+$33	﹤0.01%	3414
2025 Q1	$4.69K	Hold	135	–	–	﹤0.01%	3320
2024 Q4	$4.49K	Buy	135 +1	+0.7%	+$34	﹤0.01%	3267
2024 Q3	$4.32K	Hold	134	–	–	﹤0.01%	3199
2024 Q2	$4.24K	Buy	134 +1	+0.8%	+$31	﹤0.01%	3143
2024 Q1	$4.16K	Buy	133 +1	+0.8%	+$31	﹤0.01%	3199
2023 Q4	$4.71K	Hold	132	–	–	﹤0.01%	3140
2023 Q3	$3.8K	Buy	132 +1	+0.8%	+$31	﹤0.01%	2884
2023 Q2	$3.84K	Buy	131 +1	+0.8%	+$30	﹤0.01%	2894
2023 Q1	$4.19K	Hold	130	–	–	﹤0.01%	2841
2022 Q4	$5	Buy	+130	New	+$5.16K	﹤0.01%	3810

Other funds holding OBK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Geode Capital Management

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

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

American Century Companies

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