Wellington Management Group’s Origin Bancorp OBK Stock Holding History

Wellington Management Group’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	$21.3M	Buy	+512,652	New	+$21.3M	﹤0.01%	986
2025 Q2	–	Sell	-74,191	Closed	-$2.57M	–	2020
2025 Q1	$2.57M	Sell	74,191 -8,009	-10%	-$295K	﹤0.01%	1503
2024 Q4	$2.74M	Sell	82,200 -48,000	-37%	-$1.61M	﹤0.01%	1494
2024 Q3	$4.19M	Buy	+130,200	New	+$4.24M	﹤0.01%	1380
2021 Q2	–	Sell	-52,027	Closed	-$2.21M	–	2210
2021 Q1	$2.21M	Buy	+52,027	New	+$1.83M	﹤0.01%	1607
2019 Q2	–	Sell	-41,733	Closed	-$1.42M	–	2105
2019 Q1	$1.42M	Hold	41,733	–	–	﹤0.01%	1701
2018 Q4	$1.42M	Sell	41,733 -57,147	-58%	-$2.09M	﹤0.01%	1729
2018 Q3	$3.72M	Sell	98,880 -20,100	-17%	-$802K	﹤0.01%	1553
2018 Q2	$4.87M	Buy	+118,980	New	+$4.63M	﹤0.01%	1496

Other funds holding OBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SAM

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 $871B AUM 31.28% 1-Year Est. Return

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

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

KCM

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

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

Wellington Management Group's OBK Position: Q1 2026 in Review

Wellington Management Group opened a new position in Origin Bancorp (OBK) in Q1 2026: 512,652 shares worth $21.3M. The stake represents ﹤0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in OBK as recently as Q1 2025.

Wellington Management Group first reported a position in OBK in Q2 2018 and has held it in 9 quarters since. 190 funds tracked by Wall St. Rank hold OBK as of Q1 2026.

Wellington Management Group held 512,652 shares of Origin Bancorp worth $21.3M as of Q1 2026.
Origin Bancorp was a new Wellington Management Group position in Q1 2026.
Origin Bancorp made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #986 holding.
Wellington Management Group first reported a position in Origin Bancorp in Q2 2018 and has held it in 9 quarters since.
190 funds tracked by Wall St. Rank held Origin Bancorp as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.