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Allworth Financial’s Orange County Bancorp OBT Stock Holding History

Allworth Financial’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
2026
Q2 		$8.53K Buy
232
+179
+338% +$6.23K ﹤0.01% 3818
2026
Q1 		$1.7K Buy
53
+21
+66% +$668 ﹤0.01% 4399
2025
Q4 		$914 Sell
32
-3
-9% -$79 ﹤0.01% 4385
2025
Q3 		$883 Buy
35
+11
+46% +$287 ﹤0.01% 4291
2025
Q2 		$621 Buy
+24
New +$586 ﹤0.01% 4080

Other funds holding OBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Allworth Financial's OBT Position: Q2 2026 in Review

Allworth Financial increased its Orange County Bancorp (OBT) stake by 338% in Q2 2026, buying an estimated $6.23K and bringing the position to 232 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #3818.

Allworth Financial first reported a position in OBT in Q2 2025 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Allworth Financial held 232 shares of Orange County Bancorp worth $8.53K as of Q2 2026.
  • Allworth Financial bought 179 Orange County Bancorp shares in Q2 2026, an estimated $6.23K.
  • Orange County Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3818 holding.
  • Allworth Financial first reported a position in Orange County Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.