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Kennedy Capital Management’s Orange County Bancorp OBT Stock Holding History

Kennedy Capital 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
Q1 		– Sell
-32,785
Closed -$936K – 562
2025
Q4 		$936K Hold
32,785
– – 0.02% 489
2025
Q3 		$827K Buy
32,785
+9,760
+42% +$255K 0.02% 515
2025
Q2 		$595K Buy
+23,025
New +$562K 0.01% 539

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 $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kennedy Capital Management's OBT Position: Q1 2026 in Review

Kennedy Capital Management sold out of Orange County Bancorp (OBT) in Q1 2026, closing a stake of 32,785 shares — an estimated $936K sold.

Kennedy Capital Management first reported a position in OBT in Q2 2025 and held it in 3 quarters. The position peaked at $936K in Q4 2025. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

  • Kennedy Capital Management reported no remaining Orange County Bancorp position as of Q1 2026 after selling out during the quarter.
  • Kennedy Capital Management sold 32,785 Orange County Bancorp shares in Q1 2026, an estimated $936K.
  • Kennedy Capital Management first reported a position in Orange County Bancorp in Q2 2025 and held it in 3 quarters.
  • Kennedy Capital Management's Orange County Bancorp position peaked at $936K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.