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Steel Grove Capital Advisors’s Origin Bancorp OBK Stock Holding History

Steel Grove Capital 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
2026
Q3 		$314K Buy
6,000
+2,000
+50% +$106K 0.03% 171
2026
Q2 		$205K Buy
+4,000
New +$188K 0.02% 213

Other funds holding OBK

CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Steel Grove Capital Advisors's OBK Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its Origin Bancorp (OBK) stake by 50% in Q3 2026, buying an estimated $106K and bringing the position to 6,000 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #171.

Steel Grove Capital Advisors first reported a position in OBK in Q2 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold OBK as of Q3 2026.

  • Steel Grove Capital Advisors held 6,000 shares of Origin Bancorp worth $314K as of Q3 2026.
  • Steel Grove Capital Advisors bought 2,000 Origin Bancorp shares in Q3 2026, an estimated $106K.
  • Origin Bancorp made up 0.03% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #171 holding.
  • Steel Grove Capital Advisors first reported a position in Origin Bancorp in Q2 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held Origin Bancorp as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.