GoalVest Advisory
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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
Q3 		$151K Hold
4,100
– – 0.03% 139
2026
Q2 		$151K Buy
+4,100
New +$143K 0.03% 132

Other funds holding OBT

Hudson Valley Investment Advisors
Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

GoalVest Advisory's OBT Position: Q3 2026 in Review

GoalVest Advisory held its Orange County Bancorp (OBT) position steady in Q3 2026 at 4,100 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #139.

GoalVest Advisory first reported a position in OBT in Q2 2026 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold OBT as of Q3 2026.

  • GoalVest Advisory held 4,100 shares of Orange County Bancorp worth $151K as of Q3 2026.
  • GoalVest Advisory left its Orange County Bancorp share count unchanged in Q3 2026.
  • Orange County Bancorp made up 0.03% of GoalVest Advisory's portfolio in Q3 2026, its #139 holding.
  • GoalVest Advisory first reported a position in Orange County Bancorp in Q2 2026 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Orange County Bancorp as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.