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.
13F holders, Q2 2026
Institutional positions in Orange County Bancorp, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 111
- +10 vs. Q1 2026
- Shares held
- 7.24M
- +52.6K (+0.7%) vs. Q1 2026
- Total value
- $265.4M
- +$36.4M (+15.9%) vs. Q1 2026
- New holders
- 14
- 58 more added
- Sold out
- 4
- 23 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OBT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 111 | $265.4M |
| Q1 2026 | 104 | $229.9M |
| Q4 2025 | 95 | $208.1M |
| Q3 2025 | 94 | $184.5M |
| Q2 2025 | 95 | $188.7M |
| Q1 2025 | 72 | $121.3M |
| Q4 2024 | 65 | $142.3M |
| Q3 2024 | 58 | $152.2M |
| Q2 2024 | 54 | $131.4M |
| Q1 2024 | 51 | $115.3M |
| Q4 2023 | 52 | $147.8M |
| Q3 2023 | 52 | $109.0M |
| Q2 2023 | 44 | $89.9M |
| Q1 2023 | 36 | $103.0M |
| Q4 2022 | 29 | $108.4M |
| Q3 2022 | 24 | $89.3M |
| Q2 2022 | 22 | $85.6M |
| Q1 2022 | 21 | $89.2M |
| Q4 2021 | 19 | $89.5M |
| Q3 2021 | 25 | $78.9M |
| Q2 2021 | 2 | $29.7M |
| Q1 2021 | 2 | $26.8M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Orange County Bancorp, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 17 | $1.00K | 0.00% | +10+142.9% | Added |
| Farther Finance Advisors, LLC | 21 | $777 | 0.00% | +10+90.9% | Added |
| Larson Financial Group LLC | 19 | $699 | 0.00% | +19 | New |
| Clearstead Advisors, LLC | 17 | $626 | 0.00% | +17 | New |
| Basecamp Wealth Advisors LLC | 17 | $625 | 0.00% | +5+41.7% | Added |
| True Wealth Design, LLC | 13 | $479 | 0.00% | +2+18.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 8 | $294 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 7 | $258 | 0.00% | +3+75.0% | Added |
| Fortitude Family Office, LLC | 3 | $110 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 0 | $0 | 0.00% | −27,384−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −15,341−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |