Charles Schwab
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Charles Schwab’s Orange County Bancorp OBT Stock Holding History

Charles Schwab’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 		$1.39M Buy
37,711
+4,922
+15% +$171K ﹤0.01% 2904
2026
Q1 		$1.05M Buy
32,789
+369
+1% +$11.7K ﹤0.01% 2894
2025
Q4 		$926K Buy
32,420
+5
+0% +$131 ﹤0.01% 2947
2025
Q3 		$817K Buy
32,415
+5,146
+19% +$134K ﹤0.01% 3020
2025
Q2 		$705K Sell
27,269
-575
-2% -$14K ﹤0.01% 3013
2025
Q1 		$651K Hold
27,844
– – ﹤0.01% 2987
2024
Q4 		$774K Hold
27,844
– – ﹤0.01% 2997
2024
Q3 		$840K Hold
27,844
– – ﹤0.01% 2975
2024
Q2 		$736K Buy
27,844
+1,166
+4% +$27.4K ﹤0.01% 3035
2024
Q1 		$614K Hold
26,678
– – ﹤0.01% 2951
2023
Q4 		$804K Hold
26,678
– – ﹤0.01% 2905
2023
Q3 		$576K Hold
26,678
– – ﹤0.01% 2994
2023
Q2 		$494K Buy
+26,678
New +$471K ﹤0.01% 3060

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

Charles Schwab's OBT Position: Q2 2026 in Review

Charles Schwab increased its Orange County Bancorp (OBT) stake by 15% in Q2 2026, buying an estimated $171K and bringing the position to 37,711 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Charles Schwab first reported a position in OBT in Q2 2023 and has held it in 13 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Charles Schwab held 37,711 shares of Orange County Bancorp worth $1.39M as of Q2 2026.
  • Charles Schwab bought 4,922 Orange County Bancorp shares in Q2 2026, an estimated $171K.
  • Orange County Bancorp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2904 holding.
  • Charles Schwab first reported a position in Orange County Bancorp in Q2 2023 and has held it in 13 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

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