Wealth Enhancement Advisory Services
OBK icon

Wealth Enhancement Advisory Services’s Origin Bancorp OBK Stock Holding History

Wealth Enhancement Advisory Services’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 		$437K Buy
8,533
+2,117
+33% +$99.6K ﹤0.01% 2820
2026
Q1 		$268K Buy
+6,416
New +$267K ﹤0.01% 2878

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

Wealth Enhancement Advisory Services's OBK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Origin Bancorp (OBK) stake by 33% in Q2 2026, buying an estimated $99.6K and bringing the position to 8,533 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #2820.

Wealth Enhancement Advisory Services first reported a position in OBK in Q1 2026 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,533 shares of Origin Bancorp worth $437K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,117 Origin Bancorp shares in Q2 2026, an estimated $99.6K.
  • Origin Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2820 holding.
  • Wealth Enhancement Advisory Services first reported a position in Origin Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.