Geode Capital Management
OBT icon

Geode Capital Management’s Orange County Bancorp OBT Stock Holding History

Geode Capital Management’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 		$10.7M Buy
290,181
+29,708
+11% +$1.03M ﹤0.01% 2501
2026
Q1 		$8.33M Buy
260,473
+1,850
+0.7% +$58.8K ﹤0.01% 2476
2025
Q4 		$7.39M Buy
258,623
+8,955
+4% +$235K ﹤0.01% 2556
2025
Q3 		$6.3M Buy
249,668
+30,142
+14% +$787K ﹤0.01% 2664
2025
Q2 		$5.67M Sell
219,526
-5,956
-3% -$145K ﹤0.01% 2661
2025
Q1 		$5.28M Buy
225,482
+3,160
+1% +$80.9K ﹤0.01% 2625
2024
Q4 		$6.18M Sell
222,322
-506
-0.2% -$14.6K ﹤0.01% 2637
2024
Q3 		$6.72M Buy
222,828
+3,298
+2% +$92.5K ﹤0.01% 2596
2024
Q2 		$5.8M Buy
219,530
+9,338
+4% +$220K ﹤0.01% 2644
2024
Q1 		$4.83M Buy
210,192
+7,836
+4% +$186K ﹤0.01% 2724
2023
Q4 		$6.1M Buy
202,356
+6,060
+3% +$145K ﹤0.01% 2602
2023
Q3 		$4.24M Buy
196,296
+10,408
+6% +$227K ﹤0.01% 2729
2023
Q2 		$3.44M Buy
185,888
+107,032
+136% +$1.89M ﹤0.01% 2896
2023
Q1 		$1.73M Buy
78,856
+12,560
+19% +$313K ﹤0.01% 3094
2022
Q4 		$1.54M Buy
66,296
+246
+0.4% +$5.58K ﹤0.01% 3162
2022
Q3 		$1.27M Buy
66,050
+53,304
+418% +$977K ﹤0.01% 3272
2022
Q2 		$241K Buy
+12,746
New +$242K ﹤0.01% 4152

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management's OBT Position: Q2 2026 in Review

Geode Capital Management increased its Orange County Bancorp (OBT) stake by 11% in Q2 2026, buying an estimated $1.03M and bringing the position to 290,181 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2501.

Geode Capital Management first reported a position in OBT in Q2 2022 and has held it in 17 quarters since. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Geode Capital Management held 290,181 shares of Orange County Bancorp worth $10.7M as of Q2 2026.
  • Geode Capital Management bought 29,708 Orange County Bancorp shares in Q2 2026, an estimated $1.03M.
  • Orange County Bancorp made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2501 holding.
  • Geode Capital Management first reported a position in Orange County Bancorp in Q2 2022 and has held it in 17 quarters since.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.