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Rothschild Investment LLC’s Orange County Bancorp OBT Stock Holding History

Rothschild Investment LLC’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 		$1.88K Buy
51
+22
+76% +$766 ﹤0.01% 2787
2026
Q1 		$927 Buy
29
+24
+480% +$763 ﹤0.01% 2905
2025
Q4 		$143 Buy
+5
New +$131 ﹤0.01% 3162

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rothschild Investment LLC's OBT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Orange County Bancorp (OBT) stake by 76% in Q2 2026, buying an estimated $766 and bringing the position to 51 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Rothschild Investment LLC first reported a position in OBT in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Rothschild Investment LLC held 51 shares of Orange County Bancorp worth $1.88K as of Q2 2026.
  • Rothschild Investment LLC bought 22 Orange County Bancorp shares in Q2 2026, an estimated $766.
  • Orange County Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2787 holding.
  • Rothschild Investment LLC first reported a position in Orange County Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.