GA
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GoalVest Advisory’s Orange County Bancorp OBT Stock Holding History

GoalVest Advisory’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 		$151K Buy
+4,100
New +$143K 0.03% 132

Other funds holding OBT

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GoalVest Advisory's OBT Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Orange County Bancorp (OBT) in Q2 2026: 4,100 shares worth $151K. The stake represents 0.03% of the portfolio and ranks #132 among its holdings.

6 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • GoalVest Advisory held 4,100 shares of Orange County Bancorp worth $151K as of Q2 2026.
  • Orange County Bancorp was a new GoalVest Advisory position in Q2 2026.
  • Orange County Bancorp made up 0.03% of GoalVest Advisory's portfolio in Q2 2026, its #132 holding.
  • 6 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.