First Trust Advisors’s Orange County Bancorp OBT Stock Holding History

First Trust 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	$1.45M	Buy	39,446 +1,568	+4%	+$54.6K	﹤0.01%	2115
2026 Q1	$1.21M	Sell	37,878 -356	-0.9%	-$11.3K	﹤0.01%	2099
2025 Q4	$1.09M	Buy	38,234 +6,081	+19%	+$160K	﹤0.01%	2110
2025 Q3	$811K	Buy	+32,153	New	+$840K	﹤0.01%	2179
2024 Q3	–	Sell	-24,160	Closed	-$639K	–	2446
2024 Q2	$639K	Sell	24,160 -180	-0.7%	-$4.23K	﹤0.01%	2073
2024 Q1	$560K	Buy	24,340 +760	+3%	+$18.1K	﹤0.01%	2119
2023 Q4	$710K	Buy	23,580 +562	+2%	+$13.5K	﹤0.01%	2062
2023 Q3	$497K	Buy	+23,018	New	+$503K	﹤0.01%	2149

Other funds holding OBT

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

First Trust Advisors's OBT Position: Q2 2026 in Review

First Trust Advisors increased its Orange County Bancorp (OBT) stake by 4.1% in Q2 2026, buying an estimated $54.6K and bringing the position to 39,446 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

First Trust Advisors first reported a position in OBT in Q3 2023 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

First Trust Advisors held 39,446 shares of Orange County Bancorp worth $1.45M as of Q2 2026.
First Trust Advisors bought 1,568 Orange County Bancorp shares in Q2 2026, an estimated $54.6K.
Orange County Bancorp made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2115 holding.
First Trust Advisors first reported a position in Orange County Bancorp in Q3 2023 and has held it in 8 quarters since.
112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

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