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 Q2	$775K	Sell	21,075 -21,279	-50%	-$741K	﹤0.01%	3071
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 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 Malvern, Pennsylvania $4.68T AUM

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

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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Nuveen's OBT Position: Q2 2026 in Review

Nuveen reduced its Orange County Bancorp (OBT) stake by 50% in Q2 2026, selling an estimated $741K and leaving 21,075 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

Nuveen first reported a position in OBT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.35M in Q1 2026. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

Nuveen held 21,075 shares of Orange County Bancorp worth $775K as of Q2 2026.
Nuveen sold 21,279 Orange County Bancorp shares in Q2 2026, an estimated $741K.
Orange County Bancorp made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #3071 holding.
Nuveen first reported a position in Orange County Bancorp in Q2 2023 and has held it in 13 quarters since.
Nuveen's Orange County Bancorp position peaked at $1.35M in Q1 2026.
112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.