Nisa Investment Advisors
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Nisa Investment Advisors’s Orange County Bancorp OBT Stock Holding History

Nisa Investment Advisors’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 		$5.66K Hold
154
– – ﹤0.01% 2599
2026
Q1 		$4.92K Hold
154
– – ﹤0.01% 2458
2025
Q4 		$4.4K Sell
154
-367
-70% -$9.64K ﹤0.01% 2475
2025
Q3 		$13.1K Hold
521
– – ﹤0.01% 2176
2025
Q2 		$13.5K Buy
521
+505
+3,156% +$12.3K ﹤0.01% 2125
2025
Q1 		$374 Hold
16
– – ﹤0.01% 2854
2024
Q4 		$445 Hold
16
– – ﹤0.01% 2851
2024
Q3 		$483 Hold
16
– – ﹤0.01% 2726
2024
Q2 		$423 Hold
16
– – ﹤0.01% 2723
2024
Q1 		$368 Hold
16
– – ﹤0.01% 2553
2023
Q4 		$482 Hold
16
– – ﹤0.01% 2415
2023
Q3 		$345 Hold
16
– – ﹤0.01% 2592
2023
Q2 		$296 Buy
+16
New +$282 ﹤0.01% 2658

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

Nisa Investment Advisors's OBT Position: Q2 2026 in Review

Nisa Investment Advisors held its Orange County Bancorp (OBT) position steady in Q2 2026 at 154 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Nisa Investment Advisors first reported a position in OBT in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.5K in Q2 2025. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Nisa Investment Advisors held 154 shares of Orange County Bancorp worth $5.66K as of Q2 2026.
  • Nisa Investment Advisors left its Orange County Bancorp share count unchanged in Q2 2026.
  • Orange County Bancorp made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2599 holding.
  • Nisa Investment Advisors first reported a position in Orange County Bancorp in Q2 2023 and has held it in 13 quarters since.
  • Nisa Investment Advisors's Orange County Bancorp position peaked at $13.5K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.