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Globeflex Capital’s Orange County Bancorp OBT Stock Holding History

Globeflex Capital’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 		$173K Hold
4,714
– – 0.02% 324
2026
Q1 		$151K Hold
4,714
– – 0.02% 332
2025
Q4 		$135K Hold
4,714
– – 0.02% 346
2025
Q3 		$119K Hold
4,714
– – 0.02% 358
2025
Q2 		$122K Hold
4,714
– – 0.01% 362
2025
Q1 		$110K Buy
+4,714
New +$121K 0.01% 374

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

Globeflex Capital's OBT Position: Q2 2026 in Review

Globeflex Capital held its Orange County Bancorp (OBT) position steady in Q2 2026 at 4,714 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #324.

Globeflex Capital first reported a position in OBT in Q1 2025 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Globeflex Capital held 4,714 shares of Orange County Bancorp worth $173K as of Q2 2026.
  • Globeflex Capital left its Orange County Bancorp share count unchanged in Q2 2026.
  • Orange County Bancorp made up 0.02% of Globeflex Capital's portfolio in Q2 2026, its #324 holding.
  • Globeflex Capital first reported a position in Orange County Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

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