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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
Q1 		$5.76K Buy
+139
New +$5.79K ﹤0.01% 1900

Other funds holding OBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
RA
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
KCM
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

Root Financial Partners's OBK Position: Q1 2026 in Review

Root Financial Partners opened a new position in Origin Bancorp (OBK) in Q1 2026: 139 shares worth $5.76K. The stake represents ﹤0.01% of the portfolio and ranks #1900 among its holdings.

190 funds tracked by Wall St. Rank hold OBK as of Q1 2026.

  • Root Financial Partners held 139 shares of Origin Bancorp worth $5.76K as of Q1 2026.
  • Origin Bancorp was a new Root Financial Partners position in Q1 2026.
  • Origin Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1900 holding.
  • 190 funds tracked by Wall St. Rank held Origin Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.