Osaic Holdings

Osaic Holdings’s Origin Bancorp OBK Stock Holding History

Osaic Holdings’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	$148K	Hold	3,562	–	–	﹤0.01%	4397
2025 Q4	$134K	Buy	3,562 +3,336	+1,476%	+$120K	﹤0.01%	4465
2025 Q3	$7.8K	Hold	226	–	–	﹤0.01%	6514
2025 Q2	$8.08K	Sell	226 -410	-64%	-$13.6K	﹤0.01%	6284
2025 Q1	$22K	Sell	636 -289	-31%	-$10.6K	﹤0.01%	5291
2024 Q4	$30.8K	Sell	925 -4,842	-84%	-$162K	﹤0.01%	5052
2024 Q3	$185K	Buy	5,767 +270	+5%	+$8.8K	﹤0.01%	3709
2024 Q2	$174K	Sell	5,497 -760	-12%	-$23.3K	﹤0.01%	3675
2024 Q1	$195K	Sell	6,257 -2,368	-27%	-$73.5K	﹤0.01%	3709
2023 Q4	$307K	Sell	8,625 -7,134	-45%	-$226K	﹤0.01%	3583
2023 Q3	$455K	Buy	15,759 +13,513	+602%	+$413K	﹤0.01%	3321
2023 Q2	$65.8K	Sell	2,246 -183	-8%	-$5.48K	﹤0.01%	4753
2023 Q1	$78.1K	Buy	2,429 +724	+42%	+$26.6K	﹤0.01%	4639
2022 Q4	$62.7K	Sell	1,705 -219	-11%	-$8.7K	﹤0.01%	4772
2022 Q3	$74K	Buy	+1,924	New	+$79.8K	﹤0.01%	4606
2021 Q2	–	Sell	-35	Closed	-$2K	–	7088
2021 Q1	$2K	Buy	+35	New	+$1.23K	﹤0.01%	6505

Other funds holding OBK

BlackRock New York $5.72T 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 $871B 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