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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hillsdale Investment Management's OBT Position: Q1 2026 in Review

Hillsdale Investment Management held its Orange County Bancorp (OBT) position steady in Q1 2026 at 12,200 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #439.

Hillsdale Investment Management first reported a position in OBT in Q3 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

  • Hillsdale Investment Management held 12,200 shares of Orange County Bancorp worth $390K as of Q1 2026.
  • Hillsdale Investment Management left its Orange County Bancorp share count unchanged in Q1 2026.
  • Orange County Bancorp made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #439 holding.
  • Hillsdale Investment Management first reported a position in Orange County Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.