RhumbLine Advisers
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RhumbLine Advisers’s Orange County Bancorp OBT Stock Holding History

RhumbLine Advisers’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 		$465K Buy
12,635
+2,082
+20% +$72.5K ﹤0.01% 2821
2026
Q1 		$337K Buy
10,553
+357
+4% +$11.4K ﹤0.01% 2853
2025
Q4 		$291K Sell
10,196
-404
-4% -$10.6K ﹤0.01% 2990
2025
Q3 		$267K Buy
10,600
+793
+8% +$20.7K ﹤0.01% 3069
2025
Q2 		$253K Sell
9,807
-694
-7% -$16.9K ﹤0.01% 3100
2025
Q1 		$246K Sell
10,501
-869
-8% -$22.2K ﹤0.01% 3004
2024
Q4 		$316K Sell
11,370
-288
-2% -$8.29K ﹤0.01% 2963
2024
Q3 		$352K Buy
11,658
+174
+2% +$4.88K ﹤0.01% 2937
2024
Q2 		$304K Buy
11,484
+310
+3% +$7.29K ﹤0.01% 2999
2024
Q1 		$257K Buy
11,174
+416
+4% +$9.88K ﹤0.01% 3049
2023
Q4 		$324K Buy
10,758
+222
+2% +$5.32K ﹤0.01% 2923
2023
Q3 		$227K Buy
10,536
+668
+7% +$14.6K ﹤0.01% 3087
2023
Q2 		$183K Buy
+9,868
New +$174K ﹤0.01% 3279

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

RhumbLine Advisers's OBT Position: Q2 2026 in Review

RhumbLine Advisers increased its Orange County Bancorp (OBT) stake by 20% in Q2 2026, buying an estimated $72.5K and bringing the position to 12,635 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

RhumbLine Advisers first reported a position in OBT in Q2 2023 and has held it in 13 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • RhumbLine Advisers held 12,635 shares of Orange County Bancorp worth $465K as of Q2 2026.
  • RhumbLine Advisers bought 2,082 Orange County Bancorp shares in Q2 2026, an estimated $72.5K.
  • Orange County Bancorp made up ﹤0.01% of RhumbLine Advisers's portfolio in Q2 2026, its #2821 holding.
  • RhumbLine Advisers first reported a position in Orange County Bancorp in Q2 2023 and has held it in 13 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.