Principal Financial Group
OBK icon

Principal Financial Group’s Origin Bancorp OBK Stock Holding History

Principal Financial Group’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
2022
Q4 		– Sell
-5,686
Closed -$219K – 2516
2022
Q3 		$219K Sell
5,686
-4,827
-46% -$200K ﹤0.01% 2184
2022
Q2 		$407K Buy
10,513
+611
+6% +$24.1K ﹤0.01% 2106
2022
Q1 		$419K Sell
9,902
-5,075
-34% -$222K ﹤0.01% 2159
2021
Q4 		$643K Buy
14,977
+1,393
+10% +$61.1K ﹤0.01% 2070
2021
Q3 		$575K Sell
13,584
-100
-0.7% -$4.1K ﹤0.01% 2142
2021
Q2 		$581K Buy
+13,684
New +$594K ﹤0.01% 2177
2020
Q4 		– Sell
-10,880
Closed -$232K – 2445
2020
Q3 		$232K Buy
+10,880
New +$244K ﹤0.01% 2171
2020
Q2 		– Sell
-10,682
Closed -$216K – 2354
2020
Q1 		$216K Buy
10,682
+44
+0.4% +$1.38K ﹤0.01% 2048
2019
Q4 		$403K Buy
+10,638
New +$373K ﹤0.01% 1993

Other funds holding OBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Principal Financial Group's OBK Position: Q4 2022 in Review

Principal Financial Group sold out of Origin Bancorp (OBK) in Q4 2022, closing a stake of 5,686 shares — an estimated $219K sold.

Principal Financial Group first reported a position in OBK in Q4 2019 and held it in 9 quarters. The position peaked at $643K in Q4 2021. 122 funds tracked by Wall St. Rank hold OBK as of Q4 2022.

  • Principal Financial Group reported no remaining Origin Bancorp position as of Q4 2022 after selling out during the quarter.
  • Principal Financial Group sold 5,686 Origin Bancorp shares in Q4 2022, an estimated $219K.
  • Principal Financial Group first reported a position in Origin Bancorp in Q4 2019 and held it in 9 quarters.
  • Principal Financial Group's Origin Bancorp position peaked at $643K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.