Raymond James Financial
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Raymond James Financial’s Orange County Bancorp OBT Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-4,040
Closed -$104K – 6162
2025
Q2 		$104K Buy
+4,040
New +$98.6K ﹤0.01% 4848

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raymond James Financial's OBT Position: Q3 2025 in Review

Raymond James Financial sold out of Orange County Bancorp (OBT) in Q3 2025, closing a stake of 4,040 shares — an estimated $104K sold.

Raymond James Financial first reported a position in OBT in Q2 2025 and held it in 1 quarter. The position peaked at $104K in Q2 2025. 94 funds tracked by Wall St. Rank hold OBT as of Q3 2025.

  • Raymond James Financial reported no remaining Orange County Bancorp position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 4,040 Orange County Bancorp shares in Q3 2025, an estimated $104K.
  • Raymond James Financial first reported a position in Orange County Bancorp in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Orange County Bancorp position peaked at $104K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Orange County Bancorp as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.