Janney Montgomery Scott LLC OBK — ORIGIN BANCORP INC

Ownership history in Janney Montgomery Scott LLC  ·  6 quarters on record

AI Ownership Summary

Janney Montgomery Scott LLC reported ORIGIN BANCORP INC (OBK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows OBK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Janney Montgomery Scott LLC's position in ORIGIN BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OBK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

OBK stock page Janney Montgomery Scott LLC fund profile Janney Montgomery Scott LLC full holdings
How Janney Montgomery Scott LLC held OBK — position size vs. price
% of Fund (quarterly)    OBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 5,962 -7 -0.1% 0.00% $247 2026-04-22 $44.79
2025 Q4 REDUCED — — — 5,969 -162 -2.6% 0.00% $224K 2026-02-11 $44.12
2025 Q3 REDUCED — — — 6,131 -22 -0.4% 0.00% $212K 2025-11-14 (Est.) $34.69
2025 Q2 REDUCED 7.1% -1.9% ✅ 6,153 -467 -7.1% 0.00% $220K 2025-07-17 $37.78
2025 Q1 ADDED — — — 6,620 +42 +0.6% 0.00% $230K 2025-04-17 $30.05
2024 Q4 INITIATED — — — 6,578 — — 0.00% $219K 2025-01-17 $34.44

🏢 Other funds also holding OBK

As of 2026 Q1 — sorted by position size

Argent Advisors, Inc. 3Y 0.32% 1492 Capital Management LLC 3Y 7Y 0.09% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.08% CHICKASAW CAPITAL MANAGEMENT LLC 3Y 7Y 0.03% Sterling Capital Management LLC 3Y 7Y 0.01% Diversified Trust Co 3Y 7Y 0.01% Concurrent Investment Advisors, LLC 0.0% Rosenthal | Henry Capital Advisors, Inc. 3Y 7Y 0.0% STRS OHIO 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Janney Montgomery Scott LLC and OBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Janney Montgomery Scott LLC reported owning OBK?

Janney Montgomery Scott LLC reported OBK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported OBK position in Janney Montgomery Scott LLC's portfolio?

The largest reported portfolio weight for OBK was 0.00% in 2025 Q1.

What is the latest reported OBK position on this page?

The most recent filing on this page is 2026 Q1, when Janney Montgomery Scott LLC reported 5,962 shares, equal to 0.00% of portfolio, with an estimated market value of $247.

What does the chart on this OBK ownership page compare?

The chart compares Janney Montgomery Scott LLC's quarterly OBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Janney Montgomery Scott LLC time their OBK position?

Based on 13F filing dates vs. subsequent OBK price moves, Janney Montgomery Scott LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on OBK relative to SPY over the holding period was +13.0%.

← Back to Janney Montgomery Scott LLC Holdings