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EverSource Wealth Advisors’s Orange County Bancorp OBT Stock Holding History

EverSource Wealth 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 		$3.75K Sell
102
-280
-73% -$9.74K ﹤0.01% 3431
2026
Q1 		$12.2K Buy
382
+8
+2% +$254 ﹤0.01% 2807
2025
Q4 		$10.7K Buy
374
+292
+356% +$7.67K ﹤0.01% 2763
2025
Q3 		$2.07K Sell
82
-281
-77% -$7.34K ﹤0.01% 3503
2025
Q2 		$9.38K Buy
+363
New +$8.86K ﹤0.01% 2849

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

EverSource Wealth Advisors's OBT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Orange County Bancorp (OBT) stake by 73% in Q2 2026, selling an estimated $9.74K and leaving 102 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #3431.

EverSource Wealth Advisors first reported a position in OBT in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.2K in Q1 2026. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • EverSource Wealth Advisors held 102 shares of Orange County Bancorp worth $3.75K as of Q2 2026.
  • EverSource Wealth Advisors sold 280 Orange County Bancorp shares in Q2 2026, an estimated $9.74K.
  • Orange County Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3431 holding.
  • EverSource Wealth Advisors first reported a position in Orange County Bancorp in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Orange County Bancorp position peaked at $12.2K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.