SFWA
OBK icon

Summit Financial Wealth Advisors’s Origin Bancorp OBK Stock Holding History

Summit Financial Wealth 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
Q2 		$700K Sell
13,695
-222
-2% -$10.4K 0.09% 102
2026
Q1 		$577K Buy
13,917
+700
+5% +$29.1K 0.08% 105
2025
Q4 		$497K Hold
13,217
– – 0.07% 108
2025
Q3 		$454K Hold
13,217
– – 0.07% 112
2025
Q2 		$472K Hold
13,217
– – 0.08% 98
2025
Q1 		$458K Hold
13,217
– – 0.09% 95
2024
Q4 		$496K Hold
13,217
– – 0.1% 92
2024
Q3 		$425K Hold
13,217
– – 0.08% 97
2024
Q2 		$419K Hold
13,217
– – 0.09% 88
2024
Q1 		$413K Hold
13,217
– – 0.08% 91
2023
Q4 		$470K Sell
13,217
-725
-5% -$23K 0.11% 81
2023
Q3 		$450K Hold
13,942
– – 0.11% 77
2023
Q2 		$409K Hold
13,942
– – 0.09% 85
2023
Q1 		$448K Hold
13,942
– – 0.11% 82
2022
Q4 		$512K Hold
13,942
– – 0.12% 81
2022
Q3 		$558K Hold
13,942
– – 0.16% 66
2022
Q2 		$574K Hold
13,942
– – 0.14% 71
2022
Q1 		$590K Sell
13,942
-1,725
-11% -$75.5K 0.12% 73
2021
Q4 		$692K Buy
15,667
+1,450
+10% +$63.6K 0.13% 68
2021
Q3 		$602K Buy
+14,217
New +$582K 0.14% 73
2020
Q4 		– Sell
-15,667
Closed -$360K – 112
2020
Q3 		$360K Buy
15,667
+1,200
+8% +$26.9K 0.1% 85
2020
Q2 		$280K Hold
14,467
– – 0.07% 99
2020
Q1 		$290K Hold
14,467
– – 0.09% 92
2019
Q4 		$514K Buy
14,467
+150
+1% +$5.26K 0.12% 90
2019
Q3 		$459K Sell
14,317
-4,009
-22% -$135K 0.11% 102
2019
Q2 		$605K Buy
18,326
+8,116
+79% +$276K 0.15% 95
2019
Q1 		$352K Sell
10,210
-3,310
-24% -$115K 0.09% 99
2018
Q4 		$461K Buy
13,520
+2,876
+27% +$105K 0.15% 81
2018
Q3 		$387K Buy
+10,644
New +$425K 0.12% 90

Other funds holding OBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Summit Financial Wealth Advisors's OBK Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Origin Bancorp (OBK) stake by 1.6% in Q2 2026, selling an estimated $10.4K and leaving 13,695 shares worth $700K. The position accounts for 0.09% of the portfolio, ranked #102.

Summit Financial Wealth Advisors first reported a position in OBK in Q3 2018 and has held it in 29 quarters since. 205 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Summit Financial Wealth Advisors held 13,695 shares of Origin Bancorp worth $700K as of Q2 2026.
  • Summit Financial Wealth Advisors sold 222 Origin Bancorp shares in Q2 2026, an estimated $10.4K.
  • Origin Bancorp made up 0.09% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Summit Financial Wealth Advisors first reported a position in Origin Bancorp in Q3 2018 and has held it in 29 quarters since.
  • 205 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.