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Banc Funds Company’s Orange County Bancorp OBT Stock Holding History

Banc Funds Company’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 		$6.32M Hold
197,536
– – 1.18% 34
2025
Q4 		$5.64M Sell
197,536
-50,317
-20% -$1.32M 1.12% 36
2025
Q3 		$6.25M Sell
247,853
-82,103
-25% -$2.14M 1.09% 36
2025
Q2 		$8.53M Sell
329,956
-103,676
-24% -$2.53M 1.29% 32
2025
Q1 		$10.1M Sell
433,632
-42,418
-9% -$1.09M 1.34% 25
2024
Q4 		$13.2M Sell
476,050
-99,694
-17% -$2.87M 1.46% 20
2024
Q3 		$17.4M Sell
575,744
-47,436
-8% -$1.33M 1.88% 14
2024
Q2 		$16.5M Sell
623,180
-20,464
-3% -$481K 1.95% 11
2024
Q1 		$14.8M Sell
643,644
-38,484
-6% -$914K 1.67% 17
2023
Q4 		$20.5M Sell
682,128
-61,454
-8% -$1.47M 2.03% 11
2023
Q3 		$16.1M Sell
743,582
-107,178
-13% -$2.34M 1.88% 9
2023
Q2 		$15.7M Sell
850,760
-107,852
-11% -$1.9M 1.85% 8
2023
Q1 		$21.1M Sell
958,612
-17,526
-2% -$437K 2.25% 5
2022
Q4 		$22.7M Hold
976,138
– – 2.01% 7
2022
Q3 		$18.8M Hold
976,138
– – 1.73% 10
2022
Q2 		$18.5M Buy
976,138
+19,810
+2% +$376K 1.67% 13
2022
Q1 		$19.1M Buy
956,328
+100,000
+12% +$2.04M 1.5% 13
2021
Q4 		$17.2M Buy
856,328
+53,356
+7% +$994K 1.3% 18
2021
Q3 		$14.1M Buy
+802,972
New +$13.8M 1.08% 25

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Banc Funds Company's OBT Position: Q1 2026 in Review

Banc Funds Company held its Orange County Bancorp (OBT) position steady in Q1 2026 at 197,536 shares worth $6.32M. The position accounts for 1.18% of the portfolio, ranked #34.

Banc Funds Company first reported a position in OBT in Q3 2021 and has held it in 19 quarters since. The position peaked at $22.7M in Q4 2022. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

  • Banc Funds Company held 197,536 shares of Orange County Bancorp worth $6.32M as of Q1 2026.
  • Banc Funds Company left its Orange County Bancorp share count unchanged in Q1 2026.
  • Orange County Bancorp made up 1.18% of Banc Funds Company's portfolio in Q1 2026, its #34 holding.
  • Banc Funds Company first reported a position in Orange County Bancorp in Q3 2021 and has held it in 19 quarters since.
  • Banc Funds Company's Orange County Bancorp position peaked at $22.7M in Q4 2022.
  • 104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on Banc Funds Company's 13F filing for Q1 2026, filed 14 May 2026.