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Keating Financial Advisory Services’s Orange County Bancorp OBT Stock Holding History

Keating Financial Advisory Services’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% 2537
2026
Q1 		$32 Buy
+1
New +$32 ﹤0.01% 2479

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American Century Companies
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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

Keating Financial Advisory Services's OBT Position: Q2 2026 in Review

Keating Financial Advisory Services 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 #2537.

Keating Financial Advisory Services 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.

  • Keating Financial Advisory Services held 1 share of Orange County Bancorp worth $37 as of Q2 2026.
  • Keating Financial Advisory Services left its Orange County Bancorp share count unchanged in Q2 2026.
  • Orange County Bancorp made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2537 holding.
  • Keating Financial Advisory Services 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 Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.