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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fourthstone LLC's OBT Position: Q1 2026 in Review

Fourthstone LLC reduced its Orange County Bancorp (OBT) stake by 86% in Q1 2026, selling an estimated $5.26M and leaving 27,384 shares worth $876K. The position accounts for 0.15% of the portfolio, ranked #52.

Fourthstone LLC first reported a position in OBT in Q3 2021 and has held it in 6 quarters since. The position peaked at $6.21M in Q2 2025. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

Fourthstone LLC held 27,384 shares of Orange County Bancorp worth $876K as of Q1 2026.
Fourthstone LLC sold 165,462 Orange County Bancorp shares in Q1 2026, an estimated $5.26M.
Orange County Bancorp made up 0.15% of Fourthstone LLC's portfolio in Q1 2026, its #52 holding.
Fourthstone LLC first reported a position in Orange County Bancorp in Q3 2021 and has held it in 6 quarters since.
Fourthstone LLC's Orange County Bancorp position peaked at $6.21M in Q2 2025.
104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on Fourthstone LLC's 13F filing for Q1 2026, filed 15 May 2026.