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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
Q2 		$6.84M Sell
186,035
-11,501
-6% -$400K 1.13% 33
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 $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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Banc Funds Company's OBT Position: Q2 2026 in Review

Banc Funds Company reduced its Orange County Bancorp (OBT) stake by 5.8% in Q2 2026, selling an estimated $400K and leaving 186,035 shares worth $6.84M. The position accounts for 1.13% of the portfolio, ranked #33.

Banc Funds Company first reported a position in OBT in Q3 2021 and has held it in 20 quarters since. The position peaked at $22.7M in Q4 2022. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Banc Funds Company held 186,035 shares of Orange County Bancorp worth $6.84M as of Q2 2026.
  • Banc Funds Company sold 11,501 Orange County Bancorp shares in Q2 2026, an estimated $400K.
  • Orange County Bancorp made up 1.13% of Banc Funds Company's portfolio in Q2 2026, its #33 holding.
  • Banc Funds Company first reported a position in Orange County Bancorp in Q3 2021 and has held it in 20 quarters since.
  • Banc Funds Company's Orange County Bancorp position peaked at $22.7M in Q4 2022.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Banc Funds Company's 13F filing for Q2 2026, filed 13 Aug 2026.