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Carnegie Investment Counsel’s Orange County Bancorp OBT Stock Holding History

Carnegie Investment Counsel’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 		$1.16M Hold
31,428
– – 0.02% 298
2026
Q1 		$1.01M Buy
31,428
+3,028
+11% +$96.3K 0.02% 328
2025
Q4 		$811K Hold
28,400
– – 0.02% 353
2025
Q3 		$716K Hold
28,400
– – 0.01% 352
2025
Q2 		$734K Hold
28,400
– – 0.01% 336
2025
Q1 		$664K Buy
+28,400
New +$727K 0.02% 335

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

Carnegie Investment Counsel's OBT Position: Q2 2026 in Review

Carnegie Investment Counsel held its Orange County Bancorp (OBT) position steady in Q2 2026 at 31,428 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #298.

Carnegie Investment Counsel first reported a position in OBT in Q1 2025 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Carnegie Investment Counsel held 31,428 shares of Orange County Bancorp worth $1.16M as of Q2 2026.
  • Carnegie Investment Counsel left its Orange County Bancorp share count unchanged in Q2 2026.
  • Orange County Bancorp made up 0.02% of Carnegie Investment Counsel's portfolio in Q2 2026, its #298 holding.
  • Carnegie Investment Counsel first reported a position in Orange County Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.