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Meeder Advisory Services’s Orange County Bancorp OBT Stock Holding History

Meeder Advisory Services’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
2025
Q2 		– Sell
-113,749
Closed -$2.66M – 630
2025
Q1 		$2.66M Buy
+113,749
New +$2.91M 0.16% 110

Other funds holding OBT

HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Meeder Advisory Services's OBT Position: Q2 2025 in Review

Meeder Advisory Services sold out of Orange County Bancorp (OBT) in Q2 2025, closing a stake of 113,749 shares — an estimated $2.66M sold.

Meeder Advisory Services first reported a position in OBT in Q1 2025 and held it in 1 quarter. The position peaked at $2.66M in Q1 2025. 95 funds tracked by Wall St. Rank hold OBT as of Q2 2025.

  • Meeder Advisory Services reported no remaining Orange County Bancorp position as of Q2 2025 after selling out during the quarter.
  • Meeder Advisory Services sold 113,749 Orange County Bancorp shares in Q2 2025, an estimated $2.66M.
  • Meeder Advisory Services first reported a position in Orange County Bancorp in Q1 2025 and held it in 1 quarter.
  • Meeder Advisory Services's Orange County Bancorp position peaked at $2.66M in Q1 2025.
  • 95 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2025.

Based on Meeder Advisory Services's 13F filing for Q2 2025, filed 7 Aug 2025.