Bank of America
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Bank of America’s Orange County Bancorp OBT Stock Holding History

Bank of America’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 		$2.13M Buy
57,789
+10,131
+21% +$353K ﹤0.01% 4171
2026
Q1 		$1.52M Buy
47,658
+11,105
+30% +$353K ﹤0.01% 4278
2025
Q4 		$1.04M Buy
36,553
+5,303
+17% +$139K ﹤0.01% 4502
2025
Q3 		$788K Sell
31,250
-21,622
-41% -$565K ﹤0.01% 5485
2025
Q2 		$1.37M Buy
52,872
+34,059
+181% +$831K ﹤0.01% 5074
2025
Q1 		$440K Buy
18,813
+1,449
+8% +$37.1K ﹤0.01% 5728
2024
Q4 		$482K Buy
17,364
+8,806
+103% +$253K ﹤0.01% 5563
2024
Q3 		$258K Buy
8,558
+282
+3% +$7.91K ﹤0.01% 5883
2024
Q2 		$219K Buy
8,276
+1,918
+30% +$45.1K ﹤0.01% 5833
2024
Q1 		$146K Sell
6,358
-10,876
-63% -$258K ﹤0.01% 6047
2023
Q4 		$519K Buy
17,234
+542
+3% +$13K ﹤0.01% 5470
2023
Q3 		$360K Buy
16,692
+5,678
+52% +$124K ﹤0.01% 5542
2023
Q2 		$204K Buy
11,014
+2,904
+36% +$51.3K ﹤0.01% 5812
2023
Q1 		$178K Buy
8,110
+7,298
+899% +$182K ﹤0.01% 5984
2022
Q4 		$18.9K Buy
812
+12
+2% +$272 ﹤0.01% 6755
2022
Q3 		$15K Hold
800
– – ﹤0.01% 7128
2022
Q2 		$15K Hold
800
– – ﹤0.01% 7271
2022
Q1 		$16K Sell
800
-4
-0.5% -$82 ﹤0.01% 7610
2021
Q4 		$16K Buy
804
+4
+0.5% +$75 ﹤0.01% 7586
2021
Q3 		$14K Buy
+800
New +$13.8K ﹤0.01% 7491

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

Bank of America's OBT Position: Q2 2026 in Review

Bank of America increased its Orange County Bancorp (OBT) stake by 21% in Q2 2026, buying an estimated $353K and bringing the position to 57,789 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #4171.

Bank of America first reported a position in OBT in Q3 2021 and has held it in 20 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Bank of America held 57,789 shares of Orange County Bancorp worth $2.13M as of Q2 2026.
  • Bank of America bought 10,131 Orange County Bancorp shares in Q2 2026, an estimated $353K.
  • Orange County Bancorp made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #4171 holding.
  • Bank of America first reported a position in Orange County Bancorp in Q3 2021 and has held it in 20 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.