Dimensional Fund Advisors
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Dimensional Fund Advisors’s Orange County Bancorp OBT Stock Holding History

Dimensional Fund Advisors’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 		$5.66M Buy
153,814
+26,878
+21% +$935K ﹤0.01% 2505
2026
Q1 		$4.06M Buy
126,936
+29,205
+30% +$929K ﹤0.01% 2563
2025
Q4 		$2.79M Buy
97,731
+13,845
+17% +$364K ﹤0.01% 2668
2025
Q3 		$2.11M Buy
83,886
+16,422
+24% +$429K ﹤0.01% 2753
2025
Q2 		$1.74M Buy
67,464
+22,050
+49% +$538K ﹤0.01% 2787
2025
Q1 		$1.06M Buy
45,414
+10,992
+32% +$281K ﹤0.01% 2872
2024
Q4 		$956K Buy
34,422
+9,932
+41% +$286K ﹤0.01% 2924
2024
Q3 		$738K Buy
24,490
+9,362
+62% +$262K ﹤0.01% 2960
2024
Q2 		$399K Buy
15,128
+1,348
+10% +$31.7K ﹤0.01% 3060
2024
Q1 		$317K Buy
13,780
+2,092
+18% +$49.7K ﹤0.01% 3128
2023
Q4 		$352K Buy
11,688
+1,924
+20% +$46.1K ﹤0.01% 3100
2023
Q3 		$211K Buy
+9,764
New +$213K ﹤0.01% 3208

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors's OBT Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Orange County Bancorp (OBT) stake by 21% in Q2 2026, buying an estimated $935K and bringing the position to 153,814 shares worth $5.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Dimensional Fund Advisors first reported a position in OBT in Q3 2023 and has held it in 12 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Dimensional Fund Advisors held 153,814 shares of Orange County Bancorp worth $5.66M as of Q2 2026.
  • Dimensional Fund Advisors bought 26,878 Orange County Bancorp shares in Q2 2026, an estimated $935K.
  • Orange County Bancorp made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2505 holding.
  • Dimensional Fund Advisors first reported a position in Orange County Bancorp in Q3 2023 and has held it in 12 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.