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Cliff Asness’s Orange County Bancorp OBT Stock Holding History

Cliff Asness’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 		$3.97M Buy
108,045
+78,851
+270% +$2.74M ﹤0.01% 2149
2026
Q1 		$934K Buy
29,194
+7,174
+33% +$228K ﹤0.01% 2809
2025
Q4 		$629K Buy
22,020
+2,196
+11% +$57.7K ﹤0.01% 2795
2025
Q3 		$500K Buy
+19,824
New +$518K ﹤0.01% 2811

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

Cliff Asness's OBT Position: Q2 2026 in Review

Cliff Asness increased its Orange County Bancorp (OBT) stake by 270% in Q2 2026, buying an estimated $2.74M and bringing the position to 108,045 shares worth $3.97M. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

Cliff Asness first reported a position in OBT in Q3 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Cliff Asness held 108,045 shares of Orange County Bancorp worth $3.97M as of Q2 2026.
  • Cliff Asness bought 78,851 Orange County Bancorp shares in Q2 2026, an estimated $2.74M.
  • Orange County Bancorp made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2149 holding.
  • Cliff Asness first reported a position in Orange County Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.