NorthCrest Asset Manangement’s Orange County Bancorp OBT Stock Holding History

NorthCrest Asset Manangement’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 Q1	–	Sell	-26,116	Closed	-$758K	–	840
2025 Q4	$758K	Buy	26,116 +38	+0.1%	+$998	0.02%	427
2025 Q3	$639K	Buy	26,078 +82	+0.3%	+$2.14K	0.02%	428
2025 Q2	$713K	Buy	25,996 +11	+0%	+$268	0.02%	359
2025 Q1	$608K	Buy	25,985 +7	+0%	+$179	0.02%	392
2024 Q4	$722K	Hold	25,978	–	–	0.02%	345
2024 Q3	$783K	Hold	25,978	–	–	0.02%	329
2024 Q2	$687K	Hold	25,978	–	–	0.02%	334
2024 Q1	$597K	Hold	25,978	–	–	0.02%	353
2023 Q4	$782K	Hold	25,978	–	–	0.03%	296
2023 Q3	$561K	Buy	25,978 +1,920	+8%	+$41.9K	0.02%	342
2023 Q2	$445K	Hold	24,058	–	–	0.02%	385
2023 Q1	$529K	Buy	+24,058	New	+$600K	0.02%	354

Other funds holding OBT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NorthCrest Asset Manangement's OBT Position: Q1 2026 in Review

NorthCrest Asset Manangement sold out of Orange County Bancorp (OBT) in Q1 2026, closing a stake of 26,116 shares — an estimated $758K sold.

NorthCrest Asset Manangement first reported a position in OBT in Q1 2023 and held it in 12 quarters. The position peaked at $783K in Q3 2024. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

NorthCrest Asset Manangement reported no remaining Orange County Bancorp position as of Q1 2026 after selling out during the quarter.
NorthCrest Asset Manangement sold 26,116 Orange County Bancorp shares in Q1 2026, an estimated $758K.
NorthCrest Asset Manangement first reported a position in Orange County Bancorp in Q1 2023 and held it in 12 quarters.
NorthCrest Asset Manangement's Orange County Bancorp position peaked at $783K in Q3 2024.
104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2026, filed 8 Apr 2026.