MAM
OBT icon

Martingale Asset Management’s Orange County Bancorp OBT Stock Holding History

Martingale Asset 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 		$911K Hold
24,780
– – 0.02% 556
2026
Q1 		$792K Hold
24,780
– – 0.02% 552
2025
Q4 		$707K Buy
24,780
+2,019
+9% +$53K 0.02% 541
2025
Q3 		$574K Hold
22,761
– – 0.01% 592
2025
Q2 		$588K Buy
22,761
+1,300
+6% +$31.7K 0.01% 587
2025
Q1 		$502K Buy
+21,461
New +$549K 0.01% 598

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

Martingale Asset Management's OBT Position: Q2 2026 in Review

Martingale Asset Management held its Orange County Bancorp (OBT) position steady in Q2 2026 at 24,780 shares worth $911K. The position accounts for 0.02% of the portfolio, ranked #556.

Martingale Asset Management first reported a position in OBT in Q1 2025 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Martingale Asset Management held 24,780 shares of Orange County Bancorp worth $911K as of Q2 2026.
  • Martingale Asset Management left its Orange County Bancorp share count unchanged in Q2 2026.
  • Orange County Bancorp made up 0.02% of Martingale Asset Management's portfolio in Q2 2026, its #556 holding.
  • Martingale Asset Management first reported a position in Orange County Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.