Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Orange County Bancorp OBT Stock Holding History

Jacobs Levy Equity Management’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
2025
Q4 		– Sell
-11,880
Closed -$299K – 1026
2025
Q3 		$299K Hold
11,880
– – ﹤0.01% 881
2025
Q2 		$307K Sell
11,880
-403
-3% -$9.84K ﹤0.01% 933
2025
Q1 		$287K Buy
12,283
+4,855
+65% +$124K ﹤0.01% 985
2024
Q4 		$206K Buy
+7,428
New +$214K ﹤0.01% 898

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jacobs Levy Equity Management's OBT Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of Orange County Bancorp (OBT) in Q4 2025, closing a stake of 11,880 shares — an estimated $299K sold.

Jacobs Levy Equity Management first reported a position in OBT in Q4 2024 and held it in 4 quarters. The position peaked at $307K in Q2 2025. 95 funds tracked by Wall St. Rank hold OBT as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining Orange County Bancorp position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 11,880 Orange County Bancorp shares in Q4 2025, an estimated $299K.
  • Jacobs Levy Equity Management first reported a position in Orange County Bancorp in Q4 2024 and held it in 4 quarters.
  • Jacobs Levy Equity Management's Orange County Bancorp position peaked at $307K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held Orange County Bancorp as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.