Barclays
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Barclays’s Orange County Bancorp OBT Stock Holding History

Barclays’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 		$953K Sell
25,917
-7,581
-23% -$264K ﹤0.01% 2817
2026
Q1 		$1.07M Sell
33,498
-19,053
-36% -$606K ﹤0.01% 2717
2025
Q4 		$1.5M Buy
52,551
+2,721
+5% +$71.5K ﹤0.01% 3134
2025
Q3 		$1.26M Buy
49,830
+5,985
+14% +$156K ﹤0.01% 3231
2025
Q2 		$1.13M Buy
43,845
+21,196
+94% +$517K ﹤0.01% 3258
2025
Q1 		$530K Buy
22,649
+2,065
+10% +$52.8K ﹤0.01% 3496
2024
Q4 		$572K Buy
20,584
+4,716
+30% +$136K ﹤0.01% 3745
2024
Q3 		$479K Buy
15,868
+10,264
+183% +$288K ﹤0.01% 3803
2024
Q2 		$148K Sell
5,604
-3,456
-38% -$81.3K ﹤0.01% 3731
2024
Q1 		$208K Sell
9,060
-6,646
-42% -$158K ﹤0.01% 4099
2023
Q4 		$473K Buy
15,706
+12,146
+341% +$291K ﹤0.01% 3910
2023
Q3 		$76.8K Sell
3,560
-180
-5% -$3.93K ﹤0.01% 3687
2023
Q2 		$69.2K Buy
+3,740
New +$66K ﹤0.01% 3704

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

Barclays's OBT Position: Q2 2026 in Review

Barclays reduced its Orange County Bancorp (OBT) stake by 23% in Q2 2026, selling an estimated $264K and leaving 25,917 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #2817.

Barclays first reported a position in OBT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.5M in Q4 2025. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Barclays held 25,917 shares of Orange County Bancorp worth $953K as of Q2 2026.
  • Barclays sold 7,581 Orange County Bancorp shares in Q2 2026, an estimated $264K.
  • Orange County Bancorp made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #2817 holding.
  • Barclays first reported a position in Orange County Bancorp in Q2 2023 and has held it in 13 quarters since.
  • Barclays's Orange County Bancorp position peaked at $1.5M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

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