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 Q2	–	Sell	-139	Closed	-$5.76K	–	2269
2026 Q1	$5.76K	Buy	+139	New	+$5.79K	﹤0.01%	1900

Other funds holding OBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Root Financial Partners's OBK Position: Q2 2026 in Review

Root Financial Partners sold out of Origin Bancorp (OBK) in Q2 2026, closing a stake of 139 shares — an estimated $5.76K sold.

Root Financial Partners first reported a position in OBK in Q1 2026 and held it in 1 quarter. The position peaked at $5.76K in Q1 2026. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

Root Financial Partners reported no remaining Origin Bancorp position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 139 Origin Bancorp shares in Q2 2026, an estimated $5.76K.
Root Financial Partners first reported a position in Origin Bancorp in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Origin Bancorp position peaked at $5.76K in Q1 2026.
204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.