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U.S. Capital Wealth Advisors’s Orange County Bancorp OBT Stock Holding History

U.S. Capital Wealth Advisors’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 		$863K Hold
26,998
– – 0.02% 552
2025
Q4 		$771K Hold
26,998
– – 0.02% 552
2025
Q3 		$681K Hold
26,998
– – 0.02% 558
2025
Q2 		$698K Hold
26,998
– – 0.02% 525
2025
Q1 		$631K Buy
+26,998
New +$691K 0.02% 533

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

U.S. Capital Wealth Advisors's OBT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its Orange County Bancorp (OBT) position steady in Q1 2026 at 26,998 shares worth $863K. The position accounts for 0.02% of the portfolio, ranked #552.

U.S. Capital Wealth Advisors first reported a position in OBT in Q1 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

  • U.S. Capital Wealth Advisors held 26,998 shares of Orange County Bancorp worth $863K as of Q1 2026.
  • U.S. Capital Wealth Advisors left its Orange County Bancorp share count unchanged in Q1 2026.
  • Orange County Bancorp made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #552 holding.
  • U.S. Capital Wealth Advisors first reported a position in Orange County Bancorp in Q1 2025 and has held it in 5 quarters since.
  • 104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.