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Physician Wealth Advisors’s Origin Bancorp OBK Stock Holding History

Physician Wealth 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 		$2.3K Buy
45
+30
+200% +$1.41K ﹤0.01% 1450
2026
Q1 		$622 Hold
15
– – ﹤0.01% 1846
2025
Q4 		$565 Buy
+15
New +$537 ﹤0.01% 1820

Other funds holding OBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Physician Wealth Advisors's OBK Position: Q2 2026 in Review

Physician Wealth Advisors increased its Origin Bancorp (OBK) stake by 200% in Q2 2026, buying an estimated $1.41K and bringing the position to 45 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Physician Wealth Advisors first reported a position in OBK in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Physician Wealth Advisors held 45 shares of Origin Bancorp worth $2.3K as of Q2 2026.
  • Physician Wealth Advisors bought 30 Origin Bancorp shares in Q2 2026, an estimated $1.41K.
  • Origin Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1450 holding.
  • Physician Wealth Advisors first reported a position in Origin Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.