Invesco
OBT icon

Invesco’s Orange County Bancorp OBT Stock Holding History

Invesco’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 		$301K Buy
8,171
+1,854
+29% +$64.5K ﹤0.01% 3444
2026
Q1 		$202K Buy
+6,317
New +$201K ﹤0.01% 3484
2025
Q4 		– Sell
-9,529
Closed -$240K – 3822
2025
Q3 		$240K Sell
9,529
-2,300
-19% -$60.1K ﹤0.01% 3507
2025
Q2 		$306K Sell
11,829
-2,401
-17% -$58.6K ﹤0.01% 3356
2025
Q1 		$333K Sell
14,230
-2,862
-17% -$73.2K ﹤0.01% 3319
2024
Q4 		$475K Sell
17,092
-3,326
-16% -$95.7K ﹤0.01% 3255
2024
Q3 		$616K Sell
20,418
-11,652
-36% -$327K ﹤0.01% 3139
2024
Q2 		$848K Sell
32,070
-822
-2% -$19.3K ﹤0.01% 3019
2024
Q1 		$757K Buy
32,892
+22,520
+217% +$535K ﹤0.01% 3128
2023
Q4 		$312K Buy
+10,372
New +$248K ﹤0.01% 3422

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

Invesco's OBT Position: Q2 2026 in Review

Invesco increased its Orange County Bancorp (OBT) stake by 29% in Q2 2026, buying an estimated $64.5K and bringing the position to 8,171 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #3444.

Invesco first reported a position in OBT in Q4 2023 and has held it in 10 quarters since. The position peaked at $848K in Q2 2024. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Invesco held 8,171 shares of Orange County Bancorp worth $301K as of Q2 2026.
  • Invesco bought 1,854 Orange County Bancorp shares in Q2 2026, an estimated $64.5K.
  • Orange County Bancorp made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3444 holding.
  • Invesco first reported a position in Orange County Bancorp in Q4 2023 and has held it in 10 quarters since.
  • Invesco's Orange County Bancorp position peaked at $848K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.