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SJS Investment Consulting’s Orange County Bancorp OBT Stock Holding History

SJS Investment Consulting’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 		$258 Buy
7
+3
+75% +$104 ﹤0.01% 2428
2026
Q1 		$128 Buy
+4
New +$127 ﹤0.01% 2090

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

SJS Investment Consulting's OBT Position: Q2 2026 in Review

SJS Investment Consulting increased its Orange County Bancorp (OBT) stake by 75% in Q2 2026, buying an estimated $104 and bringing the position to 7 shares worth $258. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

SJS Investment Consulting first reported a position in OBT in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • SJS Investment Consulting held 7 shares of Orange County Bancorp worth $258 as of Q2 2026.
  • SJS Investment Consulting bought 3 Orange County Bancorp shares in Q2 2026, an estimated $104.
  • Orange County Bancorp made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2428 holding.
  • SJS Investment Consulting first reported a position in Orange County Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.