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OBT — ORANGE CNTY BANCORP INC

Reported value held$148.80M
Funds holding (latest)29
SectorFinancials
Funds holding (Q2 2026)26
Institutional value$132.09M · 3.60M sh
New / Add / Cut / Exit1 / 21 / 4 / 0
Top-5 / Top-10 concentration77.3% / 89.9%
Institutional holdings change Reducing -2.4% (-87.71K sh)
Institutional value change Up +12.3%

As of Q2 2026, 26 SEC-registered investment managers reported holding OBT (ORANGE CNTY BANCORP INC) in their latest 13F filings, with a combined reported value of $132.09M across 3.60M shares. That is -2.4% by share count (-87.71K shares) versus the previous quarter, while reported value moved +12.3%. Ownership is concentrated: the five largest holders account for 77.3% of reported value and the top ten for 89.9%.

Compared with the prior quarter, 1 opened new positions, 21 added to existing stakes, 4 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

OBT is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 26 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.96M $72.09M 0.00% Add
Manulife Financial history 307.53K $11.31M 0.01% Reduce
Geode Capital Management history 290.18K $10.67M 0.00% Add
Morgan Stanley history 110.94K $4.08M 0.00% Add
AQR Capital Management history 108.05K $3.97M 0.00% Add
Two Sigma Investments history 101.65K $3.74M 0.00% Add
Northern Trust Corp history 98.93K $3.64M 0.00% Add
Wellington Management Group history 98.31K $3.62M 0.00% Reduce
Marshall Wace history 76.59K $2.82M 0.00% Reduce
Goldman Sachs Group history 75.60K $2.78M 0.00% Add
Bank of America Corp history 57.79K $2.13M 0.00% Add
BNY Mellon history 55.09K $2.03M 0.00% Add
Renaissance Technologies history 49.10K $1.81M 0.00% Add
Charles Schwab Investment Management history 37.71K $1.39M 0.00% Add
Arrowstreet Capital history 37.28K $1.37M 0.00% Add
Millennium Management history 26.58K $977.61K 0.00% Reduce
Citadel Advisors history 26.16K $962.02K 0.00% Add
JPMorgan Chase & Co history 22.34K $831.79K 0.00% New
Deutsche Bank AG history 12.44K $457.36K 0.00% Add
Wells Fargo & Co history 10.89K $400.53K 0.00% Add
UBS Group AG history 10.35K $380.75K 0.00% Add
Invesco Ltd history 8.17K $300.53K 0.00% Add
Citigroup Inc history 6.42K $236.31K 0.00% Add
Fidelity Management & Research (FMR) history 1.46K $53.51K 0.00% Add
Legal & General Investment Management America history 1.24K $45.46K 0.00% Add
T. Rowe Price Associates history 9.86K $363 0.00% Add

Q1 2026 — 25 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.89M $60.52M 0.00% Reduce
Wellington Management Group history 497.42K $15.91M 0.00% Reduce
Manulife Financial history 309.31K $9.89M 0.01% Reduce
Geode Capital Management history 260.47K $8.33M 0.00% Add
Morgan Stanley history 101.19K $3.24M 0.00% Add
Northern Trust Corp history 88.71K $2.84M 0.00% Add
Marshall Wace history 87.87K $2.81M 0.00% Add
Two Sigma Investments history 78.31K $2.50M 0.00% Add
Goldman Sachs Group history 72.03K $2.30M 0.00% Add
BNY Mellon history 50.44K $1.61M 0.00% Reduce
Bank of America Corp history 47.66K $1.52M 0.00% Add
Millennium Management history 47.54K $1.52M 0.00% Add
Charles Schwab Investment Management history 32.79K $1.05M 0.00% Add
AQR Capital Management history 29.19K $933.64K 0.00% Add
Renaissance Technologies history 22.90K $732.34K 0.00% Add
Citadel Advisors history 21.05K $673.18K 0.00% New
Arrowstreet Capital history 17.88K $571.67K 0.00% New
Invesco Ltd history 6.32K $202.02K 0.00% New
Wells Fargo & Co history 4.36K $139.56K 0.00% Reduce
Deutsche Bank AG history 4.29K $137.29K 0.00% Reduce
UBS Group AG history 4.00K $128.08K 0.00% Reduce
Fidelity Management & Research (FMR) history 1.40K $44.61K 0.00% Add
Legal & General Investment Management America history 1.03K $33.00K 0.00% Reduce
Citigroup Inc history 609 $19.48K 0.00% Reduce
T. Rowe Price Associates history 9.41K $301 0.00% New

Q4 2025 — 23 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.94M $55.45M 0.00% Reduce
Vanguard Group history 577.96K $16.50M 0.00% Add
Wellington Management Group history 574.27K $16.40M 0.00% Reduce
Manulife Financial history 313.47K $8.95M 0.01% Reduce
Geode Capital Management history 258.62K $7.39M 0.00% Add
Northern Trust Corp history 85.80K $2.45M 0.00% Reduce
Goldman Sachs Group history 70.77K $2.02M 0.00% Add
Morgan Stanley history 55.52K $1.59M 0.00% Add
Marshall Wace history 54.24K $1.55M 0.00% Add
BNY Mellon history 51.90K $1.48M 0.00% Reduce
Millennium Management history 44.00K $1.26M 0.00% Reduce
Two Sigma Investments history 39.77K $1.14M 0.00% Reduce
Bank of America Corp history 36.55K $1.04M 0.00% Add
Charles Schwab Investment Management history 32.42K $925.59K 0.00% Hold
AQR Capital Management history 22.02K $628.68K 0.00% Add
Wells Fargo & Co history 13.00K $371.18K 0.00% Add
JPMorgan Chase & Co history 10.13K $289.35K 0.00% Reduce
Deutsche Bank AG history 9.74K $278.19K 0.00% Reduce
Renaissance Technologies history 8.50K $242.68K 0.00% Reduce
UBS Group AG history 4.67K $133.44K 0.00% Reduce
Citigroup Inc history 2.77K $78.94K 0.00% Add
Legal & General Investment Management America history 1.09K $31.09K 0.00% Hold
Fidelity Management & Research (FMR) history 988 $28.21K 0.00% Add

Q3 2025 — 24 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.97M $49.69M 0.00% Add
Wellington Management Group history 591.55K $14.91M 0.00% Reduce
Vanguard Group history 550.92K $13.89M 0.00% Add
Manulife Financial history 316.01K $7.97M 0.01% Reduce
Geode Capital Management history 249.67K $6.30M 0.00% Add
Northern Trust Corp history 89.37K $2.25M 0.00% Add
BNY Mellon history 57.46K $1.45M 0.00% Add
Goldman Sachs Group history 55.28K $1.39M 0.00% Hold
Two Sigma Investments history 52.86K $1.33M 0.00% Add
Millennium Management history 52.56K $1.32M 0.00% Add
Marshall Wace history 51.01K $1.29M 0.00% Add
Morgan Stanley history 48.01K $1.21M 0.00% Reduce
Charles Schwab Investment Management history 32.41K $817.18K 0.00% Add
Bank of America Corp history 31.25K $787.81K 0.00% Reduce
UBS Group AG history 20.36K $513.30K 0.00% Add
AQR Capital Management history 19.82K $499.77K 0.00% New
Deutsche Bank AG history 11.57K $291.58K 0.00% New
Renaissance Technologies history 10.90K $274.79K 0.00% Reduce
JPMorgan Chase & Co history 10.67K $268.89K 0.00% Add
Invesco Ltd history 9.53K $240.23K 0.00% Reduce
Wells Fargo & Co history 8.44K $212.72K 0.00% Add
Legal & General Investment Management America history 1.09K $27.45K 0.00% Add
Citigroup Inc history 1.02K $25.76K 0.00% Reduce
Fidelity Management & Research (FMR) history 614 $15.48K 0.00% Reduce

Q2 2025 — 23 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 1.14M $29.48M 0.00% Add
Wellington Management Group history 966.41K $24.97M 0.01% Add
Vanguard Group history 542.13K $14.01M 0.00% Add
Manulife Financial history 319.72K $8.26M 0.01% Add
Geode Capital Management history 219.53K $5.67M 0.00% Reduce
Northern Trust Corp history 76.91K $1.99M 0.00% Reduce
Goldman Sachs Group history 55.18K $1.43M 0.00% Add
Bank of America Corp history 52.87K $1.37M 0.00% Add
BNY Mellon history 52.52K $1.36M 0.00% Reduce
Morgan Stanley history 48.70K $1.26M 0.00% Add
Marshall Wace history 38.16K $986.18K 0.00% New
Millennium Management history 37.57K $970.89K 0.00% Add
Two Sigma Investments history 32.87K $849.28K 0.00% Add
Citadel Advisors history 31.58K $815.95K 0.00% Hold
Charles Schwab Investment Management history 27.27K $704.63K 0.00% Reduce
Renaissance Technologies history 20.90K $540.06K 0.00% Add
Invesco Ltd history 11.83K $305.66K 0.00% Reduce
JPMorgan Chase & Co history 10.19K $263.31K 0.00% Reduce
Wells Fargo & Co history 5.78K $149.28K 0.00% Reduce
UBS Group AG history 5.52K $142.74K 0.00% Reduce
Citigroup Inc history 3.84K $99.28K 0.00% Reduce
Fidelity Management & Research (FMR) history 1.33K $34.26K 0.00% Add
Legal & General Investment Management America history 935 $24.16K 0.00% Reduce

Q1 2025 — 23 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 735.83K $17.21M 0.00% Add
Wellington Management Group history 509.26K $11.91M 0.00% Add
Vanguard Group history 451.21K $10.55M 0.00% Add
Manulife Financial history 246.24K $5.76M 0.01% Add
Geode Capital Management history 225.48K $5.28M 0.00% Add
Northern Trust Corp history 82.70K $1.93M 0.00% Add
BNY Mellon history 53.77K $1.26M 0.00% Add
Goldman Sachs Group history 36.84K $861.64K 0.00% Add
Citadel Advisors history 31.46K $735.80K 0.00% Add
Morgan Stanley history 30.31K $709.02K 0.00% Add
Charles Schwab Investment Management history 27.84K $651.27K 0.00% Add
JPMorgan Chase & Co history 19.59K $458.12K 0.00% Add
Bank of America Corp history 18.81K $440.04K 0.00% Add
Invesco Ltd history 14.23K $332.84K 0.00% Add
Two Sigma Investments history 13.13K $307.20K 0.00% Add
Millennium Management history 11.66K $272.73K 0.00% New
Deutsche Bank AG history 10.75K $251.42K 0.00% Add
Renaissance Technologies history 9.50K $222.21K 0.00% Add
Citigroup Inc history 7.62K $178.12K 0.00% Add
UBS Group AG history 6.61K $154.70K 0.00% Add
Wells Fargo & Co history 6.13K $143.45K 0.00% Add
Legal & General Investment Management America history 960 $22.45K 0.00% Add
Fidelity Management & Research (FMR) history 184 $4.30K 0.00% Add

View all 29 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 1.96M 1.89M 1.94M 1.97M 1.14M 735.83K 363.02K 352.48K — — — — — — — — — — — —
Manulife Financial 307.53K 309.31K 313.47K 316.01K 319.72K 246.24K 123.11K 123.20K 126.47K 127.19K 127.13K 127.87K 126.75K 122.70K 130.91K 131.41K 131.41K 131.44K 128.87K 126.02K
Geode Capital Management 290.18K 260.47K 258.62K 249.67K 219.53K 225.48K 111.16K 111.41K 109.77K 105.10K 101.18K 98.15K 92.94K 39.43K 33.15K 33.02K 6.37K — — —
Morgan Stanley 110.94K 101.19K 55.52K 48.01K 48.70K 30.31K 19.43K 19.62K 10.66K 12.51K 15.01K 8.01K 9.06K 14.66K 7.09K 5.86K 7.32K 4.32K 5.10K 5.10K
AQR Capital Management 108.05K 29.19K 22.02K 19.82K — — — — — — — — — — — — — — — —
Two Sigma Investments 101.65K 78.31K 39.77K 52.86K 32.87K 13.13K 5.29K 4.21K — — — — — — — — — — — —
Northern Trust Corp 98.93K 88.71K 85.80K 89.37K 76.91K 82.70K 42.93K 40.27K 41.16K 43.32K 44.75K 39.28K 39.96K 8.23K 5.92K — — — — —
Wellington Management Group 98.31K 497.42K 574.27K 591.55K 966.41K 509.26K 264.75K 264.75K 264.75K 269.15K 271.51K 271.51K 271.51K 360.82K 361.23K 361.23K 365.61K 373.33K 373.33K 122.95K
Marshall Wace 76.59K 87.87K 54.24K 51.01K 38.16K — — — — — — — — — — — — — — —
Goldman Sachs Group 75.60K 72.03K 70.77K 55.28K 55.18K 36.84K 19.91K 14.81K 5.82K — 4.42K 4.95K 6.76K 6.33K — — — — — —
Bank of America Corp 57.79K 47.66K 36.55K 31.25K 52.87K 18.81K 8.68K 4.28K 4.14K 3.18K 8.62K 8.35K 5.51K 4.05K 406 400 400 400 402 400
BNY Mellon 55.09K 50.44K 51.90K 57.46K 52.52K 53.77K 28.04K 18.64K 22.73K 21.35K 22.41K 23.21K 22.57K 9.75K 9.67K — — — — —
Renaissance Technologies 49.10K 22.90K 8.50K 10.90K 20.90K 9.50K 6.10K 4.00K — — — — — — — — — — — —
Charles Schwab Investment Management 37.71K 32.79K 32.42K 32.41K 27.27K 27.84K 13.92K 13.92K 13.92K 13.34K 13.34K 13.34K 13.34K — — — — — — —
Arrowstreet Capital 37.28K 17.88K — — — — — — — — — — — — — — — — — —
Millennium Management 26.58K 47.54K 44.00K 52.56K 37.57K 11.66K — — — — — 7.28K 16.48K 45.54K 5.56K — — 7.84K — —
Citadel Advisors 26.16K 21.05K — — 31.58K 31.46K 15.69K 13.41K 9.21K 7.89K 9.38K 4.69K — — — — — — — —
JPMorgan Chase & Co 22.34K — 10.13K 10.67K 10.19K 19.59K 19.10K 8.34K 3.59K 9.40K 5.26K 3.47K 4.21K 3.60K — — — — — —
Deutsche Bank AG 12.44K 4.29K 9.74K 11.57K — 10.75K 6.17K 3.48K 1.62K 1.72K 1.63K 1.76K — — — — — — — —
Wells Fargo & Co 10.89K 4.36K 13.00K 8.44K 5.78K 6.13K 3.00K 2.35K 2.25K 1.80K 1.57K 1.26K 1.94K 30 29 28 7 6 6 6

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