SS
OBT icon

Sunbelt Securities’s Orange County Bancorp OBT Stock Holding History

Sunbelt Securities’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
Q1 		$96 Hold
3
– – ﹤0.01% 2668
2025
Q4 		$86 Buy
3
+2
+200% +$53 ﹤0.01% 2573
2025
Q3 		$25 Buy
+1
New +$26 ﹤0.01% 2644

Other funds holding OBT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $772M AUM 25.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sunbelt Securities's OBT Position: Q1 2026 in Review

Sunbelt Securities held its Orange County Bancorp (OBT) position steady in Q1 2026 at 3 shares worth $96. The position accounts for ﹤0.01% of the portfolio, ranked #2668.

Sunbelt Securities first reported a position in OBT in Q3 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

  • Sunbelt Securities held 3 shares of Orange County Bancorp worth $96 as of Q1 2026.
  • Sunbelt Securities left its Orange County Bancorp share count unchanged in Q1 2026.
  • Orange County Bancorp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2668 holding.
  • Sunbelt Securities first reported a position in Orange County Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.