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Amalgamated Bank’s Orange County Bancorp OBT Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-367
Closed -$10K – 2440
2025
Q4 		$10K Buy
367
+23
+7% +$604 ﹤0.01% 2426
2025
Q3 		$9K Hold
344
– – ﹤0.01% 2524
2025
Q2 		$9K Hold
344
– – ﹤0.01% 2493
2025
Q1 		$8K Hold
344
– – ﹤0.01% 2476
2024
Q4 		$10K Hold
344
– – ﹤0.01% 2439
2024
Q3 		$10K Hold
344
– – ﹤0.01% 2466
2024
Q2 		$9K Hold
344
– – ﹤0.01% 2520
2024
Q1 		$8K Sell
344
-546
-61% -$13K ﹤0.01% 2534
2023
Q4 		$27K Sell
890
-102
-10% -$2.44K ﹤0.01% 2520
2023
Q3 		$21K Hold
992
– – ﹤0.01% 2641
2023
Q2 		$18K Buy
+992
New +$17.5K ﹤0.01% 2793

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amalgamated Bank's OBT Position: Q1 2026 in Review

Amalgamated Bank sold out of Orange County Bancorp (OBT) in Q1 2026, closing a stake of 367 shares — an estimated $10K sold.

Amalgamated Bank first reported a position in OBT in Q2 2023 and held it in 11 quarters. The position peaked at $27K in Q4 2023. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

  • Amalgamated Bank reported no remaining Orange County Bancorp position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 367 Orange County Bancorp shares in Q1 2026, an estimated $10K.
  • Amalgamated Bank first reported a position in Orange County Bancorp in Q2 2023 and held it in 11 quarters.
  • Amalgamated Bank's Orange County Bancorp position peaked at $27K in Q4 2023.
  • 104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.