LPL Financial
OBT icon

LPL Financial’s Orange County Bancorp OBT Stock Holding History

LPL Financial’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 		$782K Buy
21,260
+41
+0.2% +$1.43K ﹤0.01% 4633
2026
Q1 		$679K Sell
21,219
-1,066
-5% -$33.9K ﹤0.01% 4503
2025
Q4 		$636K Buy
22,285
+875
+4% +$23K ﹤0.01% 4499
2025
Q3 		$540K Sell
21,410
-150
-0.7% -$3.92K ﹤0.01% 4557
2025
Q2 		$557K Hold
21,560
– – ﹤0.01% 4287
2025
Q1 		$504K Sell
21,560
-1,650
-7% -$42.2K ﹤0.01% 4166
2024
Q4 		$645K Buy
+23,210
New +$668K ﹤0.01% 3870

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

LPL Financial's OBT Position: Q2 2026 in Review

LPL Financial increased its Orange County Bancorp (OBT) stake by 0.19% in Q2 2026, buying an estimated $1.43K and bringing the position to 21,260 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #4633.

LPL Financial first reported a position in OBT in Q4 2024 and has held it in 7 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • LPL Financial held 21,260 shares of Orange County Bancorp worth $782K as of Q2 2026.
  • LPL Financial bought 41 Orange County Bancorp shares in Q2 2026, an estimated $1.43K.
  • Orange County Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4633 holding.
  • LPL Financial first reported a position in Orange County Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.