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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

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CANC
Culbertson A N & Co Charlottesville, Virginia $859M AUM 30.36% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 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. 21 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.
  • 21 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.