Wellington Management Group
OBK icon

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
Q2 		$26.5M Buy
518,389
+5,737
+1% +$270K ﹤0.01% 955
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
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

Wellington Management Group's OBK Position: Q2 2026 in Review

Wellington Management Group increased its Origin Bancorp (OBK) stake by 1.1% in Q2 2026, buying an estimated $270K and bringing the position to 518,389 shares worth $26.5M. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Wellington Management Group first reported a position in OBK in Q2 2018 and has held it in 10 quarters since. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • Wellington Management Group held 518,389 shares of Origin Bancorp worth $26.5M as of Q2 2026.
  • Wellington Management Group bought 5,737 Origin Bancorp shares in Q2 2026, an estimated $270K.
  • Origin Bancorp made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #955 holding.
  • Wellington Management Group first reported a position in Origin Bancorp in Q2 2018 and has held it in 10 quarters since.
  • 204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.