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
Q3 		$521K Buy
9,927
+1,394
+16% +$74.2K ﹤0.01% 2771
2026
Q2 		$437K Buy
8,533
+2,117
+33% +$100K ﹤0.01% 2820
2026
Q1 		$268K Buy
+6,416
New +$267K ﹤0.01% 2878

Other funds holding OBK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wealth Enhancement Advisory Services's OBK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Origin Bancorp (OBK) stake by 16% in Q3 2026, buying an estimated $74.2K and bringing the position to 9,927 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #2771.

Wealth Enhancement Advisory Services first reported a position in OBK in Q1 2026 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold OBK as of Q3 2026.

  • Wealth Enhancement Advisory Services held 9,927 shares of Origin Bancorp worth $521K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,394 Origin Bancorp shares in Q3 2026, an estimated $74.2K.
  • Origin Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2771 holding.
  • Wealth Enhancement Advisory Services first reported a position in Origin Bancorp in Q1 2026 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Origin Bancorp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.