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Equibles

Creative Planning

Position in OBK — Origin Bancorp, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to OBK Full portfolio

Position in OBK

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$5,243,334
+$1,545,020 QoQ
Shares Held
102,509
+14.9% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#39
of 204 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in OBK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. OBK ranks #50 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp \De\
 834,708 $50,416,362
2 PNC
Pnc Financial Services Group, Inc.
 139,365 $34,314,449
3 KB
KB Financial Group Inc.
 298,911 $31,373,698
4 CFG
Citizens Financial Group Inc/Ri
 434,304 $30,431,680
5 WF
Woori Financial Group Inc.
 519,254 $29,805,179
6 SHG
Shinhan Financial Group Co Ltd
 471,068 $29,795,050
7 FITB
Fifth Third Bancorp
 455,485 $25,675,688
8 TFC
Truist Financial Corp
 513,102 $25,562,741

All Filings in OBK

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,243,334 102,509
2026-03-31 $3,698,314 89,202
2025-12-31 $2,671,663 71,036
2025-09-30 $2,148,800 62,248
2025-06-30 $2,140,253 59,884
2025-03-31 $1,766,193 50,943
2024-12-31 $1,221,076 36,680
2024-09-30 $1,012,717 31,490
2024-06-30 $889,616 28,046
2024-03-31 $764,473 24,471
2023-12-31 $720,042 20,243
2023-09-30 $435,012 15,068
2023-06-30 $290,421 9,912
2023-03-31 $302,949 9,423
2022-12-31 $292,755 7,977