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True Wealth Design’s Orange County Bancorp OBT Stock Holding History

True Wealth Design’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 		$479 Buy
13
+2
+18% +$70 ﹤0.01% 2215
2026
Q1 		$352 Sell
11
-1
-8% -$32 ﹤0.01% 2174
2025
Q4 		$343 Hold
12
– – ﹤0.01% 2081
2025
Q3 		$303 Buy
12
+10
+500% +$261 ﹤0.01% 2180
2025
Q2 		$52 Hold
2
– – ﹤0.01% 2371
2025
Q1 		$47 Buy
+2
New +$51 ﹤0.01% 2399

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

True Wealth Design's OBT Position: Q2 2026 in Review

True Wealth Design increased its Orange County Bancorp (OBT) stake by 18% in Q2 2026, buying an estimated $70 and bringing the position to 13 shares worth $479. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

True Wealth Design first reported a position in OBT in Q1 2025 and has held it in 6 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • True Wealth Design held 13 shares of Orange County Bancorp worth $479 as of Q2 2026.
  • True Wealth Design bought 2 Orange County Bancorp shares in Q2 2026, an estimated $70.
  • Orange County Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2215 holding.
  • True Wealth Design first reported a position in Orange County Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.