RJFSA
OBK icon

Raymond James Financial Services Advisors’s Origin Bancorp OBK Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$313K Buy
+9,748
New +$318K ﹤0.01% 2927
2024
Q1 		– Sell
-6,907
Closed -$246K – 3464
2023
Q4 		$246K Buy
+6,907
New +$219K ﹤0.01% 2869
2021
Q3 		– Sell
-4,918
Closed -$209K – 3381
2021
Q2 		$209K Hold
4,918
– – ﹤0.01% 2991
2021
Q1 		$209K Buy
+4,918
New +$173K ﹤0.01% 2881
2020
Q1 		– Sell
-7,034
Closed -$266K – 2719
2019
Q4 		$266K Sell
7,034
-8
-0.1% -$280 ﹤0.01% 2393
2019
Q3 		$238K Buy
7,042
+8
+0.1% +$269 ﹤0.01% 2378
2019
Q2 		$232K Hold
7,034
– – ﹤0.01% 2443
2019
Q1 		$240K Buy
+7,034
New +$245K ﹤0.01% 2393

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return