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Hudson Valley Investment Advisors’s Orange County Bancorp OBT Stock Holding History

Hudson Valley Investment 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 		$39M Sell
1,060,922
-568
-0.1% -$19.8K 4.74% 3
2026
Q1 		$33.9M Sell
1,061,490
-40,127
-4% -$1.28M 4.4% 4
2025
Q4 		$31.5M Sell
1,101,617
-60,000
-5% -$1.58M 3.48% 7
2025
Q3 		$29.3M Hold
1,161,617
– – 3.05% 8
2025
Q2 		$30M Sell
1,161,617
-17,288
-1% -$422K 3.29% 7
2025
Q1 		$27.6M Sell
1,178,905
-25,463
-2% -$652K 3.29% 8
2024
Q4 		$33.5M Sell
1,204,368
-1,468
-0.1% -$42.2K 3.79% 6
2024
Q3 		$36.4M Buy
1,205,836
+8,816
+0.7% +$247K 4.02% 5
2024
Q2 		$31.2M Sell
1,197,020
-7,538
-0.6% -$177K 4.06% 3
2024
Q1 		$27.7M Buy
1,204,558
+7,538
+0.6% +$179K 3.32% 6
2023
Q4 		$31.2M Sell
1,197,020
-16,254
-1% -$389K 4.28% 3
2023
Q3 		$26.2M Sell
1,213,274
-11,406
-0.9% -$249K 3.69% 3
2023
Q2 		$18.4M Sell
1,224,680
-4,844
-0.4% -$85.5K 2.49% 9
2023
Q1 		$27M Buy
1,229,524
+7,558
+0.6% +$189K 3.78% 2
2022
Q4 		$28.5M Buy
1,221,966
+3,014
+0.2% +$68.3K 4.3% 1
2022
Q3 		$23.5M Sell
1,218,952
-29,156
-2% -$535K 3.76% 3
2022
Q2 		$23.7M Sell
1,248,108
-14,866
-1% -$282K 3.69% 3
2022
Q1 		$25.3M Buy
1,262,974
+7,400
+0.6% +$151K 3.39% 4
2021
Q4 		$24.9M Buy
1,255,574
+194
+0% +$3.62K 3.89% 4
2021
Q3 		$22.1M Buy
+1,255,380
New +$21.6M 3.78% 3

Other funds holding OBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hudson Valley Investment Advisors's OBT Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Orange County Bancorp (OBT) stake by 0.05% in Q2 2026, selling an estimated $19.8K and leaving 1,060,922 shares worth $39M. The position accounts for 4.74% of the portfolio, ranked #3.

Hudson Valley Investment Advisors first reported a position in OBT in Q3 2021 and has held it in 20 quarters since. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Hudson Valley Investment Advisors held 1,060,922 shares of Orange County Bancorp worth $39M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 568 Orange County Bancorp shares in Q2 2026, an estimated $19.8K.
  • Orange County Bancorp made up 4.74% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Hudson Valley Investment Advisors first reported a position in Orange County Bancorp in Q3 2021 and has held it in 20 quarters since.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.