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Steward Partners Investment Advisory’s Origin Bancorp OBK Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-19
Closed -$656 – 4430
2025
Q3 		$656 Buy
+19
New +$704 ﹤0.01% 4094

Other funds holding OBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Steward Partners Investment Advisory's OBK Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Origin Bancorp (OBK) in Q4 2025, closing a stake of 19 shares — an estimated $656 sold.

Steward Partners Investment Advisory first reported a position in OBK in Q3 2025 and held it in 1 quarter. The position peaked at $656 in Q3 2025. 187 funds tracked by Wall St. Rank hold OBK as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Origin Bancorp position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 19 Origin Bancorp shares in Q4 2025, an estimated $656.
  • Steward Partners Investment Advisory first reported a position in Origin Bancorp in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Origin Bancorp position peaked at $656 in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Origin Bancorp as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.