UBS Group
OBT icon

UBS Group’s Orange County Bancorp OBT Stock Holding History

UBS Group’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 		$381K Buy
10,352
+6,347
+158% +$221K ﹤0.01% 6410
2026
Q1 		$128K Sell
4,005
-669
-14% -$21.3K ﹤0.01% 6881
2025
Q4 		$133K Sell
4,674
-15,687
-77% -$412K ﹤0.01% 6766
2025
Q3 		$513K Buy
20,361
+14,837
+269% +$387K ﹤0.01% 6077
2025
Q2 		$143K Sell
5,524
-1,090
-16% -$26.6K ﹤0.01% 6956
2025
Q1 		$155K Sell
6,614
-1,670
-20% -$42.7K ﹤0.01% 6721
2024
Q4 		$230K Buy
8,284
+772
+10% +$22.2K ﹤0.01% 6368
2024
Q3 		$227K Buy
7,512
+2,300
+44% +$64.5K ﹤0.01% 5774
2024
Q2 		$138K Sell
5,212
-6,986
-57% -$164K ﹤0.01% 5938
2024
Q1 		$281K Sell
12,198
-252
-2% -$5.99K ﹤0.01% 5619
2023
Q4 		$375K Buy
12,450
+4,796
+63% +$115K ﹤0.01% 5327
2023
Q3 		$165K Sell
7,654
-276
-3% -$6.03K ﹤0.01% 5496
2023
Q2 		$147K Buy
7,930
+594
+8% +$10.5K ﹤0.01% 5706
2023
Q1 		$161K Buy
7,336
+4,108
+127% +$103K ﹤0.01% 5552
2022
Q4 		$75.2K Buy
3,228
+432
+15% +$9.79K ﹤0.01% 6368
2022
Q3 		$54K Buy
+2,796
New +$51.3K ﹤0.01% 6282
2021
Q4 		– Sell
-100
Closed -$2K – 10564
2021
Q3 		$2K Buy
+100
New +$1.72K ﹤0.01% 8974

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

UBS Group's OBT Position: Q2 2026 in Review

UBS Group increased its Orange County Bancorp (OBT) stake by 158% in Q2 2026, buying an estimated $221K and bringing the position to 10,352 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #6410.

UBS Group first reported a position in OBT in Q3 2021 and has held it in 17 quarters since. The position peaked at $513K in Q3 2025. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • UBS Group held 10,352 shares of Orange County Bancorp worth $381K as of Q2 2026.
  • UBS Group bought 6,347 Orange County Bancorp shares in Q2 2026, an estimated $221K.
  • Orange County Bancorp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6410 holding.
  • UBS Group first reported a position in Orange County Bancorp in Q3 2021 and has held it in 17 quarters since.
  • UBS Group's Orange County Bancorp position peaked at $513K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.