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

MAI 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
Q2 		– Sell
-43
Closed -$1.38K – 3841
2026
Q1 		$1.38K Buy
43
+39
+975% +$1.24K ﹤0.01% 4068
2025
Q4 		$115 Buy
+4
New +$105 ﹤0.01% 4143

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

MAI Capital Management's OBT Position: Q2 2026 in Review

MAI Capital Management sold out of Orange County Bancorp (OBT) in Q2 2026, closing a stake of 43 shares — an estimated $1.38K sold.

MAI Capital Management first reported a position in OBT in Q4 2025 and held it in 2 quarters. The position peaked at $1.38K in Q1 2026. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • MAI Capital Management reported no remaining Orange County Bancorp position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 43 Orange County Bancorp shares in Q2 2026, an estimated $1.38K.
  • MAI Capital Management first reported a position in Orange County Bancorp in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's Orange County Bancorp position peaked at $1.38K in Q1 2026.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.