Private Trust Company’s Origin Bancorp OBK Stock Holding History

Private Trust Company’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	$17.3K	Hold	418	–	–	﹤0.01%	1761
2025 Q4	$15.7K	Buy	418 +101	+32%	+$3.62K	﹤0.01%	1772
2025 Q3	$10.9K	Buy	317 +171	+117%	+$6.33K	﹤0.01%	1878
2025 Q2	$5.22K	Hold	146	–	–	﹤0.01%	2054
2025 Q1	$5.06K	Hold	146	–	–	﹤0.01%	2021
2024 Q4	$4.86K	Hold	146	–	–	﹤0.01%	1986
2024 Q3	$4.7K	Hold	146	–	–	﹤0.01%	1967
2024 Q2	$4.63K	Buy	146 +29	+25%	+$888	﹤0.01%	1959
2024 Q1	$3.65K	Hold	117	–	–	﹤0.01%	2010
2023 Q4	$4.16K	Hold	117	–	–	﹤0.01%	1990
2023 Q3	$3.38K	Hold	117	–	–	﹤0.01%	1994
2023 Q2	$3.43K	Buy	117 +20	+21%	+$598	﹤0.01%	1984
2023 Q1	$3.12K	Hold	97	–	–	﹤0.01%	1990
2022 Q4	$4K	Hold	97	–	–	﹤0.01%	1874
2022 Q3	$4K	Buy	+97	New	+$4.03K	﹤0.01%	1748

Other funds holding OBK

BlackRock New York $5.7T 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 $761B 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