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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
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 $5.72T AUM 30.48% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAI Capital Management's OBT Position: Q1 2026 in Review

MAI Capital Management increased its Orange County Bancorp (OBT) stake by 975% in Q1 2026, buying an estimated $1.24K and bringing the position to 43 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #4068.

MAI Capital Management first reported a position in OBT in Q4 2025 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

  • MAI Capital Management held 43 shares of Orange County Bancorp worth $1.38K as of Q1 2026.
  • MAI Capital Management bought 39 Orange County Bancorp shares in Q1 2026, an estimated $1.24K.
  • Orange County Bancorp made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4068 holding.
  • MAI Capital Management first reported a position in Orange County Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.