Commonwealth Equity Services
OBT icon

Commonwealth Equity Services’s Orange County Bancorp OBT Stock Holding History

Commonwealth Equity Services’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 		$637K Buy
17,328
+500
+3% +$17.4K ﹤0.01% 3117
2026
Q1 		$538K Hold
16,828
– – ﹤0.01% 3152
2025
Q4 		$480K Sell
16,828
-46
-0.3% -$1.21K ﹤0.01% 3203
2025
Q3 		$425K Sell
16,874
-22
-0.1% -$575 ﹤0.01% 3322
2025
Q2 		$437K Buy
16,896
+25
+0.1% +$610 ﹤0.01% 3267
2025
Q1 		$395K Buy
16,871
+83
+0.5% +$2.12K ﹤0.01% 3240
2024
Q4 		$466K Hold
16,788
– – ﹤0.01% 3012
2024
Q3 		$506K Hold
16,788
– – ﹤0.01% 2882
2024
Q2 		$444K Hold
16,788
– – ﹤0.01% 2936
2024
Q1 		$386K Hold
16,788
– – ﹤0.01% 3049
2023
Q4 		$506K Hold
16,788
– – ﹤0.01% 2694
2023
Q3 		$362K Hold
16,788
– – ﹤0.01% 2868
2023
Q2 		$311K Buy
+16,788
New +$296K ﹤0.01% 3027

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

Commonwealth Equity Services's OBT Position: Q2 2026 in Review

Commonwealth Equity Services increased its Orange County Bancorp (OBT) stake by 3% in Q2 2026, buying an estimated $17.4K and bringing the position to 17,328 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #3117.

Commonwealth Equity Services 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.

  • Commonwealth Equity Services held 17,328 shares of Orange County Bancorp worth $637K as of Q2 2026.
  • Commonwealth Equity Services bought 500 Orange County Bancorp shares in Q2 2026, an estimated $17.4K.
  • Orange County Bancorp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3117 holding.
  • Commonwealth Equity Services 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.