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Principal Securities’s Origin Bancorp OBK Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-92
Closed -$3.18K – 2802
2025
Q3 		$3.18K Buy
92
+14
+18% +$518 ﹤0.01% 3105
2025
Q2 		$2.79K Hold
78
– – ﹤0.01% 3040
2025
Q1 		$2.6K Hold
78
– – ﹤0.01% 2974
2024
Q4 		$2.6K Hold
78
– – ﹤0.01% 2969
2024
Q3 		$2.51K Hold
78
– – ﹤0.01% 2882
2024
Q2 		$2.47K Buy
78
+19
+32% +$582 ﹤0.01% 2848
2024
Q1 		$1.84K Hold
59
– – ﹤0.01% 2892
2023
Q4 		$2.1K Buy
+59
New +$1.87K ﹤0.01% 2797

Other funds holding OBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Principal Securities's OBK Position: Q4 2025 in Review

Principal Securities sold out of Origin Bancorp (OBK) in Q4 2025, closing a stake of 92 shares — an estimated $3.18K sold.

Principal Securities first reported a position in OBK in Q4 2023 and held it in 8 quarters. The position peaked at $3.18K in Q3 2025. 187 funds tracked by Wall St. Rank hold OBK as of Q4 2025.

  • Principal Securities reported no remaining Origin Bancorp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 92 Origin Bancorp shares in Q4 2025, an estimated $3.18K.
  • Principal Securities first reported a position in Origin Bancorp in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Origin Bancorp position peaked at $3.18K in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.