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Sterling Capital Management’s Orange County Bancorp OBT Stock Holding History

Sterling Capital Management’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 		$6.92K Sell
188
-109
-37% -$3.79K ﹤0.01% 2436
2026
Q1 		$9.5K Sell
297
-203
-41% -$6.46K ﹤0.01% 2392
2025
Q4 		$14.3K Sell
500
-80
-14% -$2.1K ﹤0.01% 2424
2025
Q3 		$14.6K Buy
580
+390
+205% +$10.2K ﹤0.01% 2293
2025
Q2 		$4.91K Buy
190
+14
+8% +$342 ﹤0.01% 2529
2025
Q1 		$4.12K Sell
176
-152
-46% -$3.89K ﹤0.01% 2260
2024
Q4 		$9.11K Buy
328
+296
+925% +$8.52K ﹤0.01% 2202
2024
Q3 		$965 Buy
+32
New +$897 ﹤0.01% 2548

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

Sterling Capital Management's OBT Position: Q2 2026 in Review

Sterling Capital Management reduced its Orange County Bancorp (OBT) stake by 37% in Q2 2026, selling an estimated $3.79K and leaving 188 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

Sterling Capital Management first reported a position in OBT in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.6K in Q3 2025. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Sterling Capital Management held 188 shares of Orange County Bancorp worth $6.92K as of Q2 2026.
  • Sterling Capital Management sold 109 Orange County Bancorp shares in Q2 2026, an estimated $3.79K.
  • Orange County Bancorp made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2436 holding.
  • Sterling Capital Management first reported a position in Orange County Bancorp in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's Orange County Bancorp position peaked at $14.6K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.