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Hillsdale Investment Management’s Orange County Bancorp OBT Stock Holding History

Hillsdale Investment 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 		$294K Sell
8,000
-4,200
-34% -$146K 0.01% 539
2026
Q1 		$390K Hold
12,200
– – 0.01% 439
2025
Q4 		$348K Hold
12,200
– – 0.01% 456
2025
Q3 		$308K Buy
+12,200
New +$319K 0.01% 462

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's OBT Position: Q2 2026 in Review

Hillsdale Investment Management reduced its Orange County Bancorp (OBT) stake by 34% in Q2 2026, selling an estimated $146K and leaving 8,000 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #539.

Hillsdale Investment Management first reported a position in OBT in Q3 2025 and has held it in 4 quarters since. The position peaked at $390K in Q1 2026. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Hillsdale Investment Management held 8,000 shares of Orange County Bancorp worth $294K as of Q2 2026.
  • Hillsdale Investment Management sold 4,200 Orange County Bancorp shares in Q2 2026, an estimated $146K.
  • Orange County Bancorp made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #539 holding.
  • Hillsdale Investment Management first reported a position in Orange County Bancorp in Q3 2025 and has held it in 4 quarters since.
  • Hillsdale Investment Management's Orange County Bancorp position peaked at $390K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

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