IA
OBT icon

IFP Advisors’s Orange County Bancorp OBT Stock Holding History

IFP 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 		$3.49K Buy
95
+87
+1,088% +$3.03K ﹤0.01% 3989
2026
Q1 		$256 Sell
8
-18
-69% -$573 ﹤0.01% 4572
2025
Q4 		$742 Hold
26
– – ﹤0.01% 4165
2025
Q3 		$655 Buy
26
+8
+44% +$209 ﹤0.01% 4095
2025
Q2 		$465 Buy
+18
New +$439 ﹤0.01% 4458

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 $3.37T 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

IFP Advisors's OBT Position: Q2 2026 in Review

IFP Advisors increased its Orange County Bancorp (OBT) stake by 1,088% in Q2 2026, buying an estimated $3.03K and bringing the position to 95 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #3989.

IFP Advisors first reported a position in OBT in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • IFP Advisors held 95 shares of Orange County Bancorp worth $3.49K as of Q2 2026.
  • IFP Advisors bought 87 Orange County Bancorp shares in Q2 2026, an estimated $3.03K.
  • Orange County Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3989 holding.
  • IFP Advisors first reported a position in Orange County Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.