SIM
OBT icon

SummerHaven Investment Management’s Orange County Bancorp OBT Stock Holding History

SummerHaven Investment 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 		$1,000K Hold
27,187
– – 0.54% 75
2026
Q1 		$869K Sell
27,187
-3,355
-11% -$107K 0.53% 76
2025
Q4 		$872K Hold
30,542
– – 0.49% 92
2025
Q3 		$770K Buy
+30,542
New +$798K 0.45% 146

Other funds holding OBT

HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CANC
Culbertson A N & Co Charlottesville, Virginia $859M AUM 30.36% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SummerHaven Investment Management's OBT Position: Q2 2026 in Review

SummerHaven Investment Management held its Orange County Bancorp (OBT) position steady in Q2 2026 at 27,187 shares worth $1,000K. The position accounts for 0.54% of the portfolio, ranked #75.

SummerHaven Investment Management first reported a position in OBT in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • SummerHaven Investment Management held 27,187 shares of Orange County Bancorp worth $1,000K as of Q2 2026.
  • SummerHaven Investment Management left its Orange County Bancorp share count unchanged in Q2 2026.
  • Orange County Bancorp made up 0.54% of SummerHaven Investment Management's portfolio in Q2 2026, its #75 holding.
  • SummerHaven Investment Management first reported a position in Orange County Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on SummerHaven Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.