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Essential Partners’s Orange County Bancorp OBT Stock Holding History

Essential Partners’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 		$2.43K Sell
66
-63
-49% -$2.19K ﹤0.01% 1894
2026
Q1 		$4.13K Hold
129
– – ﹤0.01% 1670
2025
Q4 		$3.68K Sell
129
-11
-8% -$289 ﹤0.01% 1555
2025
Q3 		$3.53K Buy
140
+119
+567% +$3.11K ﹤0.01% 1566
2025
Q2 		$543 Buy
+21
New +$513 ﹤0.01% 1677

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 $3.38T AUM 44.17% 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

Essential Partners's OBT Position: Q2 2026 in Review

Essential Partners reduced its Orange County Bancorp (OBT) stake by 49% in Q2 2026, selling an estimated $2.19K and leaving 66 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1894.

Essential Partners first reported a position in OBT in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.13K in Q1 2026. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Essential Partners held 66 shares of Orange County Bancorp worth $2.43K as of Q2 2026.
  • Essential Partners sold 63 Orange County Bancorp shares in Q2 2026, an estimated $2.19K.
  • Orange County Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1894 holding.
  • Essential Partners first reported a position in Orange County Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Orange County Bancorp position peaked at $4.13K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.