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 Q2	$7.07K	Hold	138	–	–	﹤0.01%	3626
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

NewEdge Advisors's OBK Position: Q2 2026 in Review

NewEdge Advisors held its Origin Bancorp (OBK) position steady in Q2 2026 at 138 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #3626.

NewEdge Advisors first reported a position in OBK in Q4 2022 and has held it in 15 quarters since. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

NewEdge Advisors held 138 shares of Origin Bancorp worth $7.07K as of Q2 2026.
NewEdge Advisors left its Origin Bancorp share count unchanged in Q2 2026.
Origin Bancorp made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3626 holding.
NewEdge Advisors first reported a position in Origin Bancorp in Q4 2022 and has held it in 15 quarters since.
204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.