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JPL Wealth Management’s Orange County Bancorp OBT Stock Holding History

JPL Wealth 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
2026
Q2 		$37 Hold
1
– – ﹤0.01% 1748
2026
Q1 		$32 Buy
+1
New +$32 ﹤0.01% 1523

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

JPL Wealth Management's OBT Position: Q2 2026 in Review

JPL Wealth Management held its Orange County Bancorp (OBT) position steady in Q2 2026 at 1 share worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

JPL Wealth Management first reported a position in OBT in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • JPL Wealth Management held 1 share of Orange County Bancorp worth $37 as of Q2 2026.
  • JPL Wealth Management left its Orange County Bancorp share count unchanged in Q2 2026.
  • Orange County Bancorp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1748 holding.
  • JPL Wealth Management first reported a position in Orange County Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.