Ameriprise
OBT icon

Ameriprise’s Orange County Bancorp OBT Stock Holding History

Ameriprise’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 		$1.65M Buy
44,789
+1,692
+4% +$58.9K ﹤0.01% 3184
2026
Q1 		$1.38M Buy
43,097
+21,678
+101% +$690K ﹤0.01% 3145
2025
Q4 		$612K Buy
21,419
+3,504
+20% +$92K ﹤0.01% 3548
2025
Q3 		$452K Sell
17,915
-2,353
-12% -$61.4K ﹤0.01% 3664
2025
Q2 		$524K Buy
20,268
+862
+4% +$21K ﹤0.01% 3515
2025
Q1 		$454K Sell
19,406
-26,426
-58% -$676K ﹤0.01% 3528
2024
Q4 		$1.27M Buy
45,832
+7,504
+20% +$216K ﹤0.01% 3130
2024
Q3 		$1.16M Buy
+38,328
New +$1.07M ﹤0.01% 3158

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 $3.37T AUM 44.26% 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

Ameriprise's OBT Position: Q2 2026 in Review

Ameriprise increased its Orange County Bancorp (OBT) stake by 3.9% in Q2 2026, buying an estimated $58.9K and bringing the position to 44,789 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3184.

Ameriprise first reported a position in OBT in Q3 2024 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Ameriprise held 44,789 shares of Orange County Bancorp worth $1.65M as of Q2 2026.
  • Ameriprise bought 1,692 Orange County Bancorp shares in Q2 2026, an estimated $58.9K.
  • Orange County Bancorp made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3184 holding.
  • Ameriprise first reported a position in Orange County Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.