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Farther Finance Advisors’s Orange County Bancorp OBT Stock Holding History

Farther Finance 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 		$777 Buy
21
+10
+91% +$348 ﹤0.01% 5435
2026
Q1 		$356 Hold
11
– – ﹤0.01% 5343
2025
Q4 		$314 Buy
+11
New +$289 ﹤0.01% 5128

Other funds holding OBT

HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Farther Finance Advisors's OBT Position: Q2 2026 in Review

Farther Finance Advisors increased its Orange County Bancorp (OBT) stake by 91% in Q2 2026, buying an estimated $348 and bringing the position to 21 shares worth $777. The position accounts for ﹤0.01% of the portfolio, ranked #5435.

Farther Finance Advisors first reported a position in OBT in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Farther Finance Advisors held 21 shares of Orange County Bancorp worth $777 as of Q2 2026.
  • Farther Finance Advisors bought 10 Orange County Bancorp shares in Q2 2026, an estimated $348.
  • Orange County Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5435 holding.
  • Farther Finance Advisors first reported a position in Orange County Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.