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RAFFA WEALTH MANAGEMENT, LLC’s Origin Bancorp OBK Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2024
Q3 		– Sell
-362
Closed -$11.5K – 1141
2024
Q2 		$11.5K Hold
362
– – ﹤0.01% 421
2024
Q1 		$11.3K Buy
+362
New +$11.2K ﹤0.01% 412

Other funds holding OBK

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's OBK Position: Q3 2024 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Origin Bancorp (OBK) in Q3 2024, closing a stake of 362 shares — an estimated $11.5K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in OBK in Q1 2024 and held it in 2 quarters. The position peaked at $11.5K in Q2 2024. 165 funds tracked by Wall St. Rank hold OBK as of Q3 2024.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Origin Bancorp position as of Q3 2024 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 362 Origin Bancorp shares in Q3 2024, an estimated $11.5K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Origin Bancorp in Q1 2024 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Origin Bancorp position peaked at $11.5K in Q2 2024.
  • 165 funds tracked by Wall St. Rank held Origin Bancorp as of Q3 2024.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2024, filed 27 Jul 2026.