Northwestern Mutual Wealth Management
OBT icon

Northwestern Mutual Wealth Management’s Orange County Bancorp OBT Stock Holding History

Northwestern Mutual Wealth 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 		$39.9K Hold
1,086
– – ﹤0.01% 2621
2026
Q1 		$34.7K Hold
1,086
– – ﹤0.01% 2583
2025
Q4 		$31K Hold
1,086
– – ﹤0.01% 2577
2025
Q3 		$27.4K Hold
1,086
– – ﹤0.01% 2554
2025
Q2 		$28.1K Buy
+1,086
New +$26.5K ﹤0.01% 2455

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

Northwestern Mutual Wealth Management's OBT Position: Q2 2026 in Review

Northwestern Mutual Wealth Management held its Orange County Bancorp (OBT) position steady in Q2 2026 at 1,086 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

Northwestern Mutual Wealth Management first reported a position in OBT in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Northwestern Mutual Wealth Management held 1,086 shares of Orange County Bancorp worth $39.9K as of Q2 2026.
  • Northwestern Mutual Wealth Management left its Orange County Bancorp share count unchanged in Q2 2026.
  • Orange County Bancorp made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2621 holding.
  • Northwestern Mutual Wealth Management first reported a position in Orange County Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.