Wipfli Financial Advisors’s Origin Bancorp OBK Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$2K	Buy	+52	New	+$2.16K	﹤0.01%	2302

Other funds holding OBK

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Wipfli Financial Advisors's OBK Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Origin Bancorp (OBK) in Q3 2022: 52 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2302 among its holdings.

120 funds tracked by Wall St. Rank hold OBK as of Q3 2022.

Wipfli Financial Advisors held 52 shares of Origin Bancorp worth $2K as of Q3 2022.
Origin Bancorp was a new Wipfli Financial Advisors position in Q3 2022.
Origin Bancorp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2302 holding.
120 funds tracked by Wall St. Rank held Origin Bancorp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.