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Nuveen’s Orange County Bancorp OBT Stock Holding History

Nuveen’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 		$1.35M Buy
42,354
+11,500
+37% +$366K ﹤0.01% 2430
2025
Q4 		$881K Hold
30,854
– – ﹤0.01% 2672
2025
Q3 		$778K Buy
30,854
+15,760
+104% +$412K ﹤0.01% 2736
2025
Q2 		$390K Sell
15,094
-4,836
-24% -$118K ﹤0.01% 2958
2025
Q1 		$466K Hold
19,930
– – ﹤0.01% 2921
2024
Q4 		$554K Hold
19,930
– – ﹤0.01% 2949
2024
Q3 		$601K Hold
19,930
– – ﹤0.01% 2950
2024
Q2 		$527K Buy
19,930
+4,836
+32% +$114K ﹤0.01% 2969
2024
Q1 		$347K Hold
15,094
– – ﹤0.01% 3066
2023
Q4 		$455K Buy
15,094
+1,344
+10% +$32.2K ﹤0.01% 3038
2023
Q3 		$297K Hold
13,750
– – ﹤0.01% 2969
2023
Q2 		$254K Buy
+13,750
New +$243K ﹤0.01% 3045

Other funds holding OBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen's OBT Position: Q1 2026 in Review

Nuveen increased its Orange County Bancorp (OBT) stake by 37% in Q1 2026, buying an estimated $366K and bringing the position to 42,354 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Nuveen first reported a position in OBT in Q2 2023 and has held it in 12 quarters since. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

  • Nuveen held 42,354 shares of Orange County Bancorp worth $1.35M as of Q1 2026.
  • Nuveen bought 11,500 Orange County Bancorp shares in Q1 2026, an estimated $366K.
  • Orange County Bancorp made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #2430 holding.
  • Nuveen first reported a position in Orange County Bancorp in Q2 2023 and has held it in 12 quarters since.
  • 104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.