KeyBank National Association’s Orange County Bancorp OBT Stock Holding History

KeyBank National Association’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	$1.29M	Hold	35,000	–	–	﹤0.01%	572
2026 Q1	$1.12M	Hold	35,000	–	–	﹤0.01%	573
2025 Q4	$999K	Hold	35,000	–	–	﹤0.01%	586
2025 Q3	$882K	Hold	35,000	–	–	﹤0.01%	610
2025 Q2	$904K	Hold	35,000	–	–	﹤0.01%	597
2025 Q1	$819K	Hold	35,000	–	–	﹤0.01%	596
2024 Q4	$972K	Hold	35,000	–	–	﹤0.01%	570
2024 Q3	$1.06M	Hold	35,000	–	–	﹤0.01%	548
2024 Q2	$925K	Hold	35,000	–	–	﹤0.01%	557
2024 Q1	$805K	Hold	35,000	–	–	﹤0.01%	593
2023 Q4	$1.05M	Hold	35,000	–	–	﹤0.01%	507
2023 Q3	$755K	Hold	35,000	–	–	﹤0.01%	551
2023 Q2	$648K	Hold	35,000	–	–	﹤0.01%	619
2023 Q1	$770K	Hold	35,000	–	–	﹤0.01%	541
2022 Q4	$815K	Hold	35,000	–	–	﹤0.01%	515
2022 Q3	$674K	Hold	35,000	–	–	﹤0.01%	554
2022 Q2	$664K	Hold	35,000	–	–	﹤0.01%	570
2022 Q1	$700K	Hold	35,000	–	–	﹤0.01%	616
2021 Q4	$694K	Hold	35,000	–	–	﹤0.01%	706
2021 Q3	$615K	Buy	+35,000	New	+$603K	﹤0.01%	720

Other funds holding OBT

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 Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

KeyBank National Association's OBT Position: Q2 2026 in Review

KeyBank National Association held its Orange County Bancorp (OBT) position steady in Q2 2026 at 35,000 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #572.

KeyBank National Association first reported a position in OBT in Q3 2021 and has held it in 20 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

KeyBank National Association held 35,000 shares of Orange County Bancorp worth $1.29M as of Q2 2026.
KeyBank National Association left its Orange County Bancorp share count unchanged in Q2 2026.
Orange County Bancorp made up ﹤0.01% of KeyBank National Association's portfolio in Q2 2026, its #572 holding.
KeyBank National Association first reported a position in Orange County Bancorp in Q3 2021 and has held it in 20 quarters since.
112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.