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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
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

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

True Wealth Design's OBK Position: Q2 2026 in Review

True Wealth Design reduced its Origin Bancorp (OBK) stake by 8.7% in Q2 2026, selling an estimated $518 and leaving 116 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

True Wealth Design first reported a position in OBK in Q1 2025 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • True Wealth Design held 116 shares of Origin Bancorp worth $5.93K as of Q2 2026.
  • True Wealth Design sold 11 Origin Bancorp shares in Q2 2026, an estimated $518.
  • Origin Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1265 holding.
  • True Wealth Design first reported a position in Origin Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.