Empirical Wealth Management’s Orange County Bancorp OBT Stock Holding History

Empirical Wealth Management’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 Q3	$1.21M	Buy	+32,739	New	+$1.24M	0.02%	420

Other funds holding OBT

Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Empirical Wealth Management's OBT Position: Q3 2026 in Review

Empirical Wealth Management opened a new position in Orange County Bancorp (OBT) in Q3 2026: 32,739 shares worth $1.21M. The stake represents 0.02% of the portfolio and ranks #420 among its holdings.

39 funds tracked by Wall St. Rank hold OBT as of Q3 2026.

Empirical Wealth Management held 32,739 shares of Orange County Bancorp worth $1.21M as of Q3 2026.
Orange County Bancorp was a new Empirical Wealth Management position in Q3 2026.
Orange County Bancorp made up 0.02% of Empirical Wealth Management's portfolio in Q3 2026, its #420 holding.
39 funds tracked by Wall St. Rank held Orange County Bancorp as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.