Citigroup
OBT icon

Citigroup’s Orange County Bancorp OBT Stock Holding History

Citigroup’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 		$236K Buy
6,425
+5,816
+955% +$202K ﹤0.01% 4252
2026
Q1 		$19.5K Sell
609
-2,156
-78% -$68.6K ﹤0.01% 4830
2025
Q4 		$78.9K Buy
2,765
+1,743
+171% +$45.8K ﹤0.01% 4418
2025
Q3 		$25.8K Sell
1,022
-2,820
-73% -$73.6K ﹤0.01% 4729
2025
Q2 		$99.3K Sell
3,842
-3,773
-50% -$92.1K ﹤0.01% 4405
2025
Q1 		$178K Sell
7,615
-749
-9% -$19.2K ﹤0.01% 4269
2024
Q4 		$232K Buy
8,364
+576
+7% +$16.6K ﹤0.01% 4327
2024
Q3 		$235K Buy
7,788
+5,176
+198% +$145K ﹤0.01% 4235
2024
Q2 		$69.1K Buy
2,612
+672
+35% +$15.8K ﹤0.01% 4409
2024
Q1 		$44.6K Buy
1,940
+480
+33% +$11.4K ﹤0.01% 4686
2023
Q4 		$44K Buy
1,460
+1,386
+1,873% +$33.2K ﹤0.01% 4593
2023
Q3 		$1.6K Sell
74
-2,966
-98% -$64.8K ﹤0.01% 5018
2023
Q2 		$56.2K Sell
3,040
-4,730
-61% -$83.5K ﹤0.01% 4576
2023
Q1 		$171K Buy
7,770
+3,100
+66% +$77.4K ﹤0.01% 3807
2022
Q4 		$109K Buy
4,670
+3,202
+218% +$72.6K ﹤0.01% 3991
2022
Q3 		$28K Buy
+1,468
New +$26.9K ﹤0.01% 4617

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

Citigroup's OBT Position: Q2 2026 in Review

Citigroup increased its Orange County Bancorp (OBT) stake by 955% in Q2 2026, buying an estimated $202K and bringing the position to 6,425 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #4252.

Citigroup first reported a position in OBT in Q3 2022 and has held it in 16 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Citigroup held 6,425 shares of Orange County Bancorp worth $236K as of Q2 2026.
  • Citigroup bought 5,816 Orange County Bancorp shares in Q2 2026, an estimated $202K.
  • Orange County Bancorp made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4252 holding.
  • Citigroup first reported a position in Orange County Bancorp in Q3 2022 and has held it in 16 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.