Bank of New York Mellon
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Bank of New York Mellon’s Orange County Bancorp OBT Stock Holding History

Bank of New York Mellon’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 		$2.03M Buy
55,095
+4,651
+9% +$162K ﹤0.01% 2939
2026
Q1 		$1.61M Sell
50,444
-1,456
-3% -$46.3K ﹤0.01% 2931
2025
Q4 		$1.48M Sell
51,900
-5,558
-10% -$146K ﹤0.01% 3014
2025
Q3 		$1.45M Buy
57,458
+4,938
+9% +$129K ﹤0.01% 2992
2025
Q2 		$1.36M Sell
52,520
-1,252
-2% -$30.6K ﹤0.01% 2947
2025
Q1 		$1.26M Sell
53,772
-2,304
-4% -$59K ﹤0.01% 2926
2024
Q4 		$1.56M Buy
56,076
+18,806
+50% +$541K ﹤0.01% 2879
2024
Q3 		$1.12M Sell
37,270
-8,190
-18% -$230K ﹤0.01% 3078
2024
Q2 		$1.2M Buy
45,460
+2,752
+6% +$64.7K ﹤0.01% 3090
2024
Q1 		$982K Sell
42,708
-2,122
-5% -$50.4K ﹤0.01% 3163
2023
Q4 		$1.35M Sell
44,830
-1,586
-3% -$38K ﹤0.01% 3030
2023
Q3 		$1M Buy
46,416
+1,284
+3% +$28K ﹤0.01% 3144
2023
Q2 		$835K Buy
45,132
+25,634
+131% +$452K ﹤0.01% 3310
2023
Q1 		$429K Buy
19,498
+156
+0.8% +$3.89K ﹤0.01% 3564
2022
Q4 		$450K Buy
+19,342
New +$438K ﹤0.01% 3591

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 New York Mellon's OBT Position: Q2 2026 in Review

Bank of New York Mellon increased its Orange County Bancorp (OBT) stake by 9.2% in Q2 2026, buying an estimated $162K and bringing the position to 55,095 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2939.

Bank of New York Mellon first reported a position in OBT in Q4 2022 and has held it in 15 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Bank of New York Mellon held 55,095 shares of Orange County Bancorp worth $2.03M as of Q2 2026.
  • Bank of New York Mellon bought 4,651 Orange County Bancorp shares in Q2 2026, an estimated $162K.
  • Orange County Bancorp made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #2939 holding.
  • Bank of New York Mellon first reported a position in Orange County Bancorp in Q4 2022 and has held it in 15 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.