IEQ Capital
OBT icon

IEQ Capital’s Orange County Bancorp OBT Stock Holding History

IEQ Capital’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
Q3 		$314K Buy
8,485
+1,423
+20% +$54K ﹤0.01% 1583
2026
Q2 		$260K Buy
7,062
+651
+10% +$22.7K ﹤0.01% 1711
2026
Q1 		$205K Buy
+6,411
New +$204K ﹤0.01% 1695

Other funds holding OBT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Hudson Valley Investment Advisors
Hudson Valley Investment Advisors Goshen, New York $802M AUM 25.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

IEQ Capital's OBT Position: Q3 2026 in Review

IEQ Capital increased its Orange County Bancorp (OBT) stake by 20% in Q3 2026, buying an estimated $54K and bringing the position to 8,485 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

IEQ Capital first reported a position in OBT in Q1 2026 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold OBT as of Q3 2026.

  • IEQ Capital held 8,485 shares of Orange County Bancorp worth $314K as of Q3 2026.
  • IEQ Capital bought 1,423 Orange County Bancorp shares in Q3 2026, an estimated $54K.
  • Orange County Bancorp made up ﹤0.01% of IEQ Capital's portfolio in Q3 2026, its #1583 holding.
  • IEQ Capital first reported a position in Orange County Bancorp in Q1 2026 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held Orange County Bancorp as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.