Morgan Stanley
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Morgan Stanley’s Orange County Bancorp OBT Stock Holding History

Morgan Stanley’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 		$4.08M Buy
110,940
+9,752
+10% +$339K ﹤0.01% 4365
2026
Q1 		$3.24M Buy
101,188
+45,669
+82% +$1.45M ﹤0.01% 4426
2025
Q4 		$1.59M Buy
55,519
+7,513
+16% +$197K ﹤0.01% 4950
2025
Q3 		$1.21M Sell
48,006
-698
-1% -$18.2K ﹤0.01% 5081
2025
Q2 		$1.26M Buy
48,704
+18,391
+61% +$449K ﹤0.01% 4989
2025
Q1 		$709K Sell
30,313
-8,553
-22% -$219K ﹤0.01% 5170
2024
Q4 		$1.08M Sell
38,866
-376
-1% -$10.8K ﹤0.01% 5050
2024
Q3 		$1.18M Buy
39,242
+17,928
+84% +$503K ﹤0.01% 4946
2024
Q2 		$564K Sell
21,314
-3,706
-15% -$87.1K ﹤0.01% 5236
2024
Q1 		$575K Sell
25,020
-4,998
-17% -$119K ﹤0.01% 5249
2023
Q4 		$904K Buy
30,018
+14,008
+87% +$336K ﹤0.01% 4973
2023
Q3 		$346K Sell
16,010
-2,106
-12% -$46K ﹤0.01% 5328
2023
Q2 		$335K Sell
18,116
-11,208
-38% -$198K ﹤0.01% 5414
2023
Q1 		$645K Buy
29,324
+15,138
+107% +$378K ﹤0.01% 5111
2022
Q4 		$330K Buy
14,186
+2,472
+21% +$56K ﹤0.01% 5442
2022
Q3 		$225K Sell
11,714
-2,920
-20% -$53.5K ﹤0.01% 5678
2022
Q2 		$278K Buy
14,634
+5,996
+69% +$114K ﹤0.01% 5722
2022
Q1 		$173K Sell
8,638
-1,566
-15% -$31.9K ﹤0.01% 5998
2021
Q4 		$202K Buy
10,204
+4
+0% +$75 ﹤0.01% 6066
2021
Q3 		$179K Buy
+10,200
New +$176K ﹤0.01% 6056

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

Morgan Stanley's OBT Position: Q2 2026 in Review

Morgan Stanley increased its Orange County Bancorp (OBT) stake by 9.6% in Q2 2026, buying an estimated $339K and bringing the position to 110,940 shares worth $4.08M. The position accounts for ﹤0.01% of the portfolio, ranked #4365.

Morgan Stanley first reported a position in OBT in Q3 2021 and has held it in 20 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Morgan Stanley held 110,940 shares of Orange County Bancorp worth $4.08M as of Q2 2026.
  • Morgan Stanley bought 9,752 Orange County Bancorp shares in Q2 2026, an estimated $339K.
  • Orange County Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4365 holding.
  • Morgan Stanley first reported a position in Orange County Bancorp in Q3 2021 and has held it in 20 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.