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BFI Wealth Solutions, LLC

SEC CIK
0002110651
Latest filing
Aug 7, 2026

OBK holding history

Origin Bancorp, Inc. in every 13F filed by BFI Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OBK overviewAll 13F holders of OBKFull Q2 2026 holdings

Shares (Q2 2026)
5,699
Value
$291.5K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of OBK by BFI Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,699$291.5K0.2%00.0%UnchangedHolders
Q1 20265,699$240.6K0.2%00.0%UnchangedHolders
Q4 20255,699$214.3K0.2%–No prior filingHolders