Larson Financial Group’s Orange County Bancorp OBT Stock Holding History

Larson Financial Group’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	$699	Buy	+19	New	+$661	﹤0.01%	3414

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

Larson Financial Group's OBT Position: Q2 2026 in Review

Larson Financial Group opened a new position in Orange County Bancorp (OBT) in Q2 2026: 19 shares worth $699. The stake represents ﹤0.01% of the portfolio and ranks #3414 among its holdings.

112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

Larson Financial Group held 19 shares of Orange County Bancorp worth $699 as of Q2 2026.
Orange County Bancorp was a new Larson Financial Group position in Q2 2026.
Orange County Bancorp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3414 holding.
112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.