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Pinnacle Wealth Planning Services’s Origin Bancorp OBK Stock Holding History

Pinnacle Wealth Planning Services’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 		$78.7K Hold
1,539
– – 0.01% 1002
2026
Q1 		$63.8K Sell
1,539
-52
-3% -$2.17K 0.01% 1054
2025
Q4 		$59.8K Buy
+1,591
New +$57K 0.01% 1082
2021
Q1 		– Sell
-2,225
Closed -$62K – 1428
2020
Q4 		$62K Buy
+2,225
New +$56.7K 0.01% 689

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

Pinnacle Wealth Planning Services's OBK Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Origin Bancorp (OBK) position steady in Q2 2026 at 1,539 shares worth $78.7K. The position accounts for 0.01% of the portfolio, ranked #1002.

Pinnacle Wealth Planning Services first reported a position in OBK in Q4 2020 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,539 shares of Origin Bancorp worth $78.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Origin Bancorp share count unchanged in Q2 2026.
  • Origin Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1002 holding.
  • Pinnacle Wealth Planning Services first reported a position in Origin Bancorp in Q4 2020 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.