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Algert Global’s Orange County Bancorp OBT Stock Holding History

Algert Global’s Portfolio OBT Stock Details OBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7,944
Closed -$200K – 1264
2025
Q3 		$200K Buy
+7,944
New +$207K ﹤0.01% 1046

Other funds holding OBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Algert Global's OBT Position: Q4 2025 in Review

Algert Global sold out of Orange County Bancorp (OBT) in Q4 2025, closing a stake of 7,944 shares — an estimated $200K sold.

Algert Global first reported a position in OBT in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 95 funds tracked by Wall St. Rank hold OBT as of Q4 2025.

  • Algert Global reported no remaining Orange County Bancorp position as of Q4 2025 after selling out during the quarter.
  • Algert Global sold 7,944 Orange County Bancorp shares in Q4 2025, an estimated $200K.
  • Algert Global first reported a position in Orange County Bancorp in Q3 2025 and held it in 1 quarter.
  • Algert Global's Orange County Bancorp position peaked at $200K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Orange County Bancorp as of Q4 2025.

Based on Algert Global's 13F filing for Q4 2025, filed 17 Feb 2026.