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Integrated Wealth Concepts’s Orange County Bancorp OBT Stock Holding History

Integrated Wealth Concepts’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 		$13.4K Buy
+365
New +$12.7K ﹤0.01% 4389

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

Integrated Wealth Concepts's OBT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Orange County Bancorp (OBT) in Q2 2026: 365 shares worth $13.4K. The stake represents ﹤0.01% of the portfolio and ranks #4389 among its holdings.

112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Integrated Wealth Concepts held 365 shares of Orange County Bancorp worth $13.4K as of Q2 2026.
  • Orange County Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • Orange County Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4389 holding.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.