HighTower Advisors
OBT icon

HighTower Advisors’s Orange County Bancorp OBT Stock Holding History

HighTower Advisors’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 		$350K Buy
9,516
+1,960
+26% +$68.2K ﹤0.01% 3072
2026
Q1 		$242K Buy
7,556
+78
+1% +$2.48K ﹤0.01% 3342
2025
Q4 		$214K Buy
+7,478
New +$196K ﹤0.01% 3324
2025
Q3 		– Sell
-16,993
Closed -$439K – 3993
2025
Q2 		$439K Buy
16,993
+6,617
+64% +$162K ﹤0.01% 2639
2025
Q1 		$243K Sell
10,376
-412
-4% -$10.5K ﹤0.01% 3032
2024
Q4 		$300K Sell
10,788
-800
-7% -$23K ﹤0.01% 2885
2024
Q3 		$350K Buy
11,588
+2
+0% +$56 ﹤0.01% 2694
2024
Q2 		$305K Sell
11,586
-802
-6% -$18.9K ﹤0.01% 2698
2024
Q1 		$285K Sell
12,388
-204
-2% -$4.85K ﹤0.01% 2719
2023
Q4 		$380K Sell
12,592
-200
-2% -$4.79K ﹤0.01% 2530
2023
Q3 		$276K Sell
12,792
-2,598
-17% -$56.7K ﹤0.01% 2663
2023
Q2 		$284K Buy
+15,390
New +$272K ﹤0.01% 2604
2023
Q1 		– Sell
-10,502
Closed -$244K – 3590
2022
Q4 		$244K Hold
10,502
– – ﹤0.01% 2627
2022
Q3 		$203K Hold
10,502
– – ﹤0.01% 2598
2022
Q2 		$200K Sell
10,502
-200
-2% -$3.8K ﹤0.01% 2639
2022
Q1 		$215K Sell
10,702
-400
-4% -$8.15K ﹤0.01% 2787
2021
Q4 		$218K Sell
11,102
-600
-5% -$11.2K ﹤0.01% 2698
2021
Q3 		$205K Buy
+11,702
New +$202K ﹤0.01% 2693

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

HighTower Advisors's OBT Position: Q2 2026 in Review

HighTower Advisors increased its Orange County Bancorp (OBT) stake by 26% in Q2 2026, buying an estimated $68.2K and bringing the position to 9,516 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

HighTower Advisors first reported a position in OBT in Q3 2021 and has held it in 18 quarters since. The position peaked at $439K in Q2 2025. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • HighTower Advisors held 9,516 shares of Orange County Bancorp worth $350K as of Q2 2026.
  • HighTower Advisors bought 1,960 Orange County Bancorp shares in Q2 2026, an estimated $68.2K.
  • Orange County Bancorp made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3072 holding.
  • HighTower Advisors first reported a position in Orange County Bancorp in Q3 2021 and has held it in 18 quarters since.
  • HighTower Advisors's Orange County Bancorp position peaked at $439K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.