Jim Simons
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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
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
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jim Simons's OBT Position: Q1 2026 in Review

Jim Simons increased its Orange County Bancorp (OBT) stake by 169% in Q1 2026, buying an estimated $458K and bringing the position to 22,900 shares worth $732K. The position accounts for ﹤0.01% of the portfolio, ranked #2422.

Jim Simons first reported a position in OBT in Q3 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

  • Jim Simons held 22,900 shares of Orange County Bancorp worth $732K as of Q1 2026.
  • Jim Simons bought 14,400 Orange County Bancorp shares in Q1 2026, an estimated $458K.
  • Orange County Bancorp made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2422 holding.
  • Jim Simons first reported a position in Orange County Bancorp in Q3 2024 and has held it in 7 quarters since.
  • 104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.