Coombe, Bender & Co’s Orange County Bancorp OBT Stock Holding History

Coombe, Bender & Co’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
2024 Q2	$594K	Sell	22,460 -306	-1%	-$7.19K	0.35%	51
2024 Q1	$524K	Sell	22,766 -3,470	-13%	-$82.5K	0.32%	51
2023 Q4	$790K	Buy	26,236 +2,976	+13%	+$71.3K	0.49%	45
2023 Q3	$502K	Hold	23,260	–	–	0.38%	50
2023 Q2	$430K	Sell	23,260 -2,600	-10%	-$45.9K	0.31%	50
2023 Q1	$569K	Buy	25,860 +2,400	+10%	+$59.9K	0.45%	49
2022 Q4	$546K	Sell	23,460 -3,000	-11%	-$68K	0.5%	47
2022 Q3	$509K	Hold	26,460	–	–	0.45%	50
2022 Q2	$502K	Buy	+26,460	New	+$502K	0.43%	52

Other funds holding OBT

Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return