Jim Simons
OBT icon

Jim Simons’s Orange County Bancorp OBT Stock Holding History

Jim Simons’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 		$1.81M Buy
49,100
+26,200
+114% +$912K ﹤0.01% 2016
2026
Q1 		$732K Buy
22,900
+14,400
+169% +$458K ﹤0.01% 2422
2025
Q4 		$243K Sell
8,500
-2,400
-22% -$63K ﹤0.01% 2840
2025
Q3 		$275K Sell
10,900
-10,000
-48% -$261K ﹤0.01% 3036
2025
Q2 		$540K Buy
20,900
+11,400
+120% +$278K ﹤0.01% 2794
2025
Q1 		$222K Sell
9,500
-2,700
-22% -$69.1K ﹤0.01% 3048
2024
Q4 		$339K Buy
12,200
+4,200
+53% +$121K ﹤0.01% 2995
2024
Q3 		$241K Buy
+8,000
New +$224K ﹤0.01% 3059

Other funds holding OBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hudson Valley Investment Advisors
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 $3.38T AUM 44.17% 1-Year Est. Return
Banc Funds Company
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

Jim Simons's OBT Position: Q2 2026 in Review

Jim Simons increased its Orange County Bancorp (OBT) stake by 114% in Q2 2026, buying an estimated $912K and bringing the position to 49,100 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Jim Simons first reported a position in OBT in Q3 2024 and has held it in 8 quarters since. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Jim Simons held 49,100 shares of Orange County Bancorp worth $1.81M as of Q2 2026.
  • Jim Simons bought 26,200 Orange County Bancorp shares in Q2 2026, an estimated $912K.
  • Orange County Bancorp made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2016 holding.
  • Jim Simons first reported a position in Orange County Bancorp in Q3 2024 and has held it in 8 quarters since.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.