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USA Financial Formulas’s Origin Bancorp OBK Stock Holding History

USA Financial Formulas’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
2025
Q2 		– Sell
-552
Closed -$19.1K – 329
2025
Q1 		$19.1K Buy
+552
New +$20.3K ﹤0.01% 237

Other funds holding OBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

USA Financial Formulas's OBK Position: Q2 2025 in Review

USA Financial Formulas sold out of Origin Bancorp (OBK) in Q2 2025, closing a stake of 552 shares — an estimated $19.1K sold.

USA Financial Formulas first reported a position in OBK in Q1 2025 and held it in 1 quarter. The position peaked at $19.1K in Q1 2025. 173 funds tracked by Wall St. Rank hold OBK as of Q2 2025.

  • USA Financial Formulas reported no remaining Origin Bancorp position as of Q2 2025 after selling out during the quarter.
  • USA Financial Formulas sold 552 Origin Bancorp shares in Q2 2025, an estimated $19.1K.
  • USA Financial Formulas first reported a position in Origin Bancorp in Q1 2025 and held it in 1 quarter.
  • USA Financial Formulas's Origin Bancorp position peaked at $19.1K in Q1 2025.
  • 173 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2025.

Based on USA Financial Formulas's 13F filing for Q2 2025, filed 18 Jul 2025.