Legal & General Group
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Legal & General Group’s Orange County Bancorp OBT Stock Holding History

Legal & General 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 		$45.5K Buy
1,236
+204
+20% +$7.1K ﹤0.01% 2796
2026
Q1 		$33K Sell
1,032
-57
-5% -$1.81K ﹤0.01% 2796
2025
Q4 		$31.1K Hold
1,089
– – ﹤0.01% 2859
2025
Q3 		$27.5K Buy
1,089
+154
+16% +$4.02K ﹤0.01% 2920
2025
Q2 		$24.2K Sell
935
-25
-3% -$610 ﹤0.01% 2931
2025
Q1 		$22.5K Hold
960
– – ﹤0.01% 2904
2024
Q4 		$26.7K Hold
960
– – ﹤0.01% 2928
2024
Q3 		$29K Buy
960
+152
+19% +$4.26K ﹤0.01% 2907
2024
Q2 		$21K Hold
808
– – ﹤0.01% 2997
2024
Q1 		$18.6K Hold
808
– – ﹤0.01% 2993
2023
Q4 		$24.3K Hold
808
– – ﹤0.01% 2953
2023
Q3 		$17.4K Sell
808
-172
-18% -$3.76K ﹤0.01% 3087
2023
Q2 		$18.1K Buy
+980
New +$17.3K ﹤0.01% 3148

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

Legal & General Group's OBT Position: Q2 2026 in Review

Legal & General Group increased its Orange County Bancorp (OBT) stake by 20% in Q2 2026, buying an estimated $7.1K and bringing the position to 1,236 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2796.

Legal & General Group first reported a position in OBT in Q2 2023 and has held it in 13 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Legal & General Group held 1,236 shares of Orange County Bancorp worth $45.5K as of Q2 2026.
  • Legal & General Group bought 204 Orange County Bancorp shares in Q2 2026, an estimated $7.1K.
  • Orange County Bancorp made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #2796 holding.
  • Legal & General Group first reported a position in Orange County Bancorp in Q2 2023 and has held it in 13 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.