Connor, Clark & Lunn Investment Management (CC&L)
OBT icon

Connor, Clark & Lunn Investment Management (CC&L)’s Orange County Bancorp OBT Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$304K Sell
8,278
-1,281
-13% -$44.6K ﹤0.01% 1492
2026
Q1 		$306K Buy
9,559
+1,207
+14% +$38.4K ﹤0.01% 1417
2025
Q4 		$238K Sell
8,352
-990
-11% -$26K ﹤0.01% 1428
2025
Q3 		$236K Buy
+9,342
New +$244K ﹤0.01% 1397

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

Connor, Clark & Lunn Investment Management (CC&L)'s OBT Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Orange County Bancorp (OBT) stake by 13% in Q2 2026, selling an estimated $44.6K and leaving 8,278 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in OBT in Q3 2025 and has held it in 4 quarters since. The position peaked at $306K in Q1 2026. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 8,278 shares of Orange County Bancorp worth $304K as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 1,281 Orange County Bancorp shares in Q2 2026, an estimated $44.6K.
  • Orange County Bancorp made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1492 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Orange County Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Orange County Bancorp position peaked at $306K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.