Marshall Wace
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Marshall Wace’s Orange County Bancorp OBT Stock Holding History

Marshall Wace’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 		$2.82M Sell
76,592
-11,274
-13% -$392K ﹤0.01% 1656
2026
Q1 		$2.81M Buy
87,866
+33,630
+62% +$1.07M ﹤0.01% 1599
2025
Q4 		$1.55M Buy
54,236
+3,225
+6% +$84.7K ﹤0.01% 1705
2025
Q3 		$1.29M Buy
51,011
+12,846
+34% +$335K ﹤0.01% 1829
2025
Q2 		$986K Buy
+38,165
New +$932K ﹤0.01% 1858

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

Marshall Wace's OBT Position: Q2 2026 in Review

Marshall Wace reduced its Orange County Bancorp (OBT) stake by 13% in Q2 2026, selling an estimated $392K and leaving 76,592 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Marshall Wace first reported a position in OBT in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Marshall Wace held 76,592 shares of Orange County Bancorp worth $2.82M as of Q2 2026.
  • Marshall Wace sold 11,274 Orange County Bancorp shares in Q2 2026, an estimated $392K.
  • Orange County Bancorp made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1656 holding.
  • Marshall Wace first reported a position in Orange County Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.