Root Financial Partners
OBK icon

Root Financial Partners’s Origin Bancorp OBK Stock Holding History

Root Financial Partners’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
Q3 		$8.31K Buy
+159
New +$8.46K ﹤0.01% 2009
2026
Q2 		– Sell
-139
Closed -$5.76K – 2269
2026
Q1 		$5.76K Buy
+139
New +$5.79K ﹤0.01% 1900

Other funds holding OBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $12.7B AUM 28.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Root Financial Partners's OBK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Origin Bancorp (OBK) in Q3 2026: 159 shares worth $8.31K. The stake represents ﹤0.01% of the portfolio and ranks #2009 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in OBK as recently as Q1 2026.

Root Financial Partners first reported a position in OBK in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold OBK as of Q3 2026.

  • Root Financial Partners held 159 shares of Origin Bancorp worth $8.31K as of Q3 2026.
  • Origin Bancorp was a new Root Financial Partners position in Q3 2026.
  • Origin Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2009 holding.
  • Root Financial Partners first reported a position in Origin Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Origin Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.