True Wealth Design’s Origin Bancorp OBK Stock Holding History

True Wealth Design’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	$6.06K	Hold	116	–	–	﹤0.01%	1272
2026 Q2	$5.93K	Sell	116 -11	-9%	-$518	﹤0.01%	1265
2026 Q1	$5.27K	Sell	127 -1	-0.8%	-$42	﹤0.01%	1194
2025 Q4	$4.82K	Buy	128 +6	+5%	+$215	﹤0.01%	1100
2025 Q3	$4.21K	Buy	122 +59	+94%	+$2.19K	﹤0.01%	1149
2025 Q2	$2.25K	Buy	63 +50	+385%	+$1.66K	﹤0.01%	1138
2025 Q1	$451	Buy	+13	New	+$479	﹤0.01%	1579

Other funds holding OBK

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

MWP

Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

True Wealth Design's OBK Position: Q3 2026 in Review

True Wealth Design held its Origin Bancorp (OBK) position steady in Q3 2026 at 116 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

True Wealth Design first reported a position in OBK in Q1 2025 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold OBK as of Q3 2026.

True Wealth Design held 116 shares of Origin Bancorp worth $6.06K as of Q3 2026.
True Wealth Design left its Origin Bancorp share count unchanged in Q3 2026.
Origin Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1272 holding.
True Wealth Design first reported a position in Origin Bancorp in Q1 2025 and has held it in 7 quarters since.
7 funds tracked by Wall St. Rank held Origin Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.