Stephens Consulting’s Origin Bancorp OBK Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-10	Closed	-$347	–	1727
2025 Q1	$347	Buy	+10	New	+$368	﹤0.01%	1353

Other funds holding OBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stephens Consulting's OBK Position: Q2 2025 in Review

Stephens Consulting sold out of Origin Bancorp (OBK) in Q2 2025, closing a stake of 10 shares — an estimated $347 sold.

Stephens Consulting first reported a position in OBK in Q1 2025 and held it in 1 quarter. The position peaked at $347 in Q1 2025. 173 funds tracked by Wall St. Rank hold OBK as of Q2 2025.

Stephens Consulting reported no remaining Origin Bancorp position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 Origin Bancorp shares in Q2 2025, an estimated $347.
Stephens Consulting first reported a position in Origin Bancorp in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Origin Bancorp position peaked at $347 in Q1 2025.
173 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.