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Orange County Bancorp, Inc.

OBT
Exchange
Nasdaq
Industry
State Commercial Banks
SEC CIK
0001754226

In the last 90 days, Orange County Bancorp, Inc. insiders filed 0 open-market purchases and 2 sales; 111 institutions reported holding it in 13F filings for Q2 2026, worth $265.4M in total; no superinvestor holds it.

Q2 2026 vs. Q1 2026

How the institutions holding Orange County Bancorp, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of OBT: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1043111+10
Shares7.21M28.9K7.24M+52.6K (+0.7%)
Value$229.9M$923.7K$265.4M+$36.4M (+15.9%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (14)

Institutions that held Orange County Bancorp, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to OBT in Q2 2026
InstitutionSharesValue% of portfolio
Elizabeth Park Capital Advisors, Ltd.37,050$1.36M0.94%
Voleon Capital Management LP9,964$366.5K0.01%
Mercer Global Advisors Inc6,881$253.1K0.00%
Quadrature Capital Ltd6,654$244.7K0.00%
Y-Intercept (Hong Kong) Ltd6,323$232.6K0.00%
Culbertson A N & Co Inc5,800$213.3K0.02%
Biondo Investment Advisors, LLC5,700$209.6K0.03%
GoalVest Advisory LLC4,100$150.8K0.03%
State of Tennessee, Treasury Department3,227$118.7K0.00%
Picton Mahoney Asset Management49$1.80K0.00%
Larson Financial Group LLC19$6990.00%
Clearstead Advisors, LLC17$6260.00%
Wealth Enhancement Trust Services, Inc.8$2940.00%
Fortitude Family Office, LLC3$1100.00%

Sold out (4)

Institutions that held Orange County Bancorp, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of OBT in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Fourthstone LLC27,384$875.7K
Numerai GP LLC15,341$490.6K
MAI Capital Management43$1.38K
Wealth Preservation Advisors, LLC2$64

Not filed for Q2 2026 yet (3)

Institutions that held Orange County Bancorp, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding OBT in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
U.S. Capital Wealth Advisors, LLC26,998$863.4K
CWM, LLC1,883$60.2K
Sunbelt Securities, Inc.3$96