UMB Bank’s Origin Bancorp OBK Stock Holding History

UMB Bank’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 Q1	$8.96K	Hold	216	–	–	﹤0.01%	1900
2025 Q4	$8.12K	Hold	216	–	–	﹤0.01%	1891
2025 Q3	$7.46K	Hold	216	–	–	﹤0.01%	1774
2025 Q2	$7.72K	Hold	216	–	–	﹤0.01%	1694
2025 Q1	$7.49K	Sell	216 -4	-2%	-$147	﹤0.01%	1642
2024 Q4	$7.32K	Hold	220	–	–	﹤0.01%	1578
2024 Q3	$7.08K	Hold	220	–	–	﹤0.01%	1609
2024 Q2	$6.98K	Sell	220 -16	-7%	-$490	﹤0.01%	1343
2024 Q1	$7.37K	Hold	236	–	–	﹤0.01%	1332
2023 Q4	$8.39K	Sell	236 -474	-67%	-$15K	﹤0.01%	1331
2023 Q3	$20.5K	Buy	710 +46	+7%	+$1.41K	﹤0.01%	1074
2023 Q2	$19.5K	Hold	664	–	–	﹤0.01%	1105
2023 Q1	$21.3K	Buy	664 +82	+14%	+$3.01K	﹤0.01%	1077
2022 Q4	$21K	Sell	582 -9	-2%	-$358	﹤0.01%	1097
2022 Q3	$23K	Buy	+591	New	+$24.5K	﹤0.01%	1067

Other funds holding OBK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return