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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 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. 17 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.
17 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.