ALPS Advisors’s Orange County Bancorp OBT Stock Holding History

ALPS Advisors’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 Q3	$559K	Buy	+15,120	New	+$574K	﹤0.01%	899

Other funds holding OBT

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

ALPS Advisors's OBT Position: Q3 2026 in Review

ALPS Advisors opened a new position in Orange County Bancorp (OBT) in Q3 2026: 15,120 shares worth $559K. The stake represents ﹤0.01% of the portfolio and ranks #899 among its holdings.

39 funds tracked by Wall St. Rank hold OBT as of Q3 2026.

ALPS Advisors held 15,120 shares of Orange County Bancorp worth $559K as of Q3 2026.
Orange County Bancorp was a new ALPS Advisors position in Q3 2026.
Orange County Bancorp made up ﹤0.01% of ALPS Advisors's portfolio in Q3 2026, its #899 holding.
39 funds tracked by Wall St. Rank held Orange County Bancorp as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.