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Fourthstone LLC’s Orange County Bancorp OBT Stock Holding History

Fourthstone LLC’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 		– Sell
-27,384
Closed -$876K – 50
2026
Q1 		$876K Sell
27,384
-165,462
-86% -$5.26M 0.15% 52
2025
Q4 		$5.51M Buy
192,846
+121,402
+170% +$3.19M 1.03% 35
2025
Q3 		$1.8M Sell
71,444
-168,864
-70% -$4.41M 0.32% 58
2025
Q2 		$6.21M Buy
+240,308
New +$5.87M 1.22% 29
2022
Q1 		– Sell
-123,270
Closed -$2.48M – 43
2021
Q4 		$2.48M Buy
123,270
+5,922
+5% +$110K 0.93% 26
2021
Q3 		$2.06M Buy
+117,348
New +$2.02M 0.82% 30

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

Fourthstone LLC's OBT Position: Q2 2026 in Review

Fourthstone LLC sold out of Orange County Bancorp (OBT) in Q2 2026, closing a stake of 27,384 shares — an estimated $876K sold.

Fourthstone LLC first reported a position in OBT in Q3 2021 and held it in 6 quarters. The position peaked at $6.21M in Q2 2025. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Fourthstone LLC reported no remaining Orange County Bancorp position as of Q2 2026 after selling out during the quarter.
  • Fourthstone LLC sold 27,384 Orange County Bancorp shares in Q2 2026, an estimated $876K.
  • Fourthstone LLC first reported a position in Orange County Bancorp in Q3 2021 and held it in 6 quarters.
  • Fourthstone LLC's Orange County Bancorp position peaked at $6.21M in Q2 2025.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Fourthstone LLC's 13F filing for Q2 2026, filed 14 Aug 2026.