Carson Wealth (CWM LLC)
OBT icon

Carson Wealth (CWM LLC)’s Orange County Bancorp OBT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$60.2K Buy
1,883
+384
+26% +$12.2K ﹤0.01% 3670
2025
Q4 		$43K Buy
1,499
+143
+11% +$3.76K ﹤0.01% 3712
2025
Q3 		$34K Buy
1,356
+862
+174% +$22.5K ﹤0.01% 3803
2025
Q2 		$13K Buy
494
+341
+223% +$8.32K ﹤0.01% 4170
2025
Q1 		$4K Sell
153
-47
-24% -$1.2K ﹤0.01% 4559
2024
Q4 		$6K Buy
200
+8
+4% +$230 ﹤0.01% 4137
2024
Q3 		$6K Buy
192
+134
+231% +$3.76K ﹤0.01% 4023
2024
Q2 		$2K Buy
58
+56
+2,800% +$1.32K ﹤0.01% 4242
2024
Q1 		$0 Buy
+2
New +$48 ﹤0.01% 4612

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s OBT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Orange County Bancorp (OBT) stake by 26% in Q1 2026, buying an estimated $12.2K and bringing the position to 1,883 shares worth $60.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3670.

Carson Wealth (CWM LLC) first reported a position in OBT in Q1 2024 and has held it in 9 quarters since. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,883 shares of Orange County Bancorp worth $60.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 384 Orange County Bancorp shares in Q1 2026, an estimated $12.2K.
  • Orange County Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3670 holding.
  • Carson Wealth (CWM LLC) first reported a position in Orange County Bancorp in Q1 2024 and has held it in 9 quarters since.
  • 104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.