US Bancorp’s Orange County Bancorp OBT Stock Holding History

US Bancorp’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
2025 Q1	–	Sell	-70	Closed	-$1.95K	–	4316
2024 Q4	$1.95K	Buy	+70	New	+$2.01K	﹤0.01%	3863

Other funds holding OBT

HVIA

Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

US Bancorp's OBT Position: Q1 2025 in Review

US Bancorp sold out of Orange County Bancorp (OBT) in Q1 2025, closing a stake of 70 shares — an estimated $1.95K sold.

US Bancorp first reported a position in OBT in Q4 2024 and held it in 1 quarter. The position peaked at $1.95K in Q4 2024. 72 funds tracked by Wall St. Rank hold OBT as of Q1 2025.

US Bancorp reported no remaining Orange County Bancorp position as of Q1 2025 after selling out during the quarter.
US Bancorp sold 70 Orange County Bancorp shares in Q1 2025, an estimated $1.95K.
US Bancorp first reported a position in Orange County Bancorp in Q4 2024 and held it in 1 quarter.
US Bancorp's Orange County Bancorp position peaked at $1.95K in Q4 2024.
72 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2025.

Based on US Bancorp's 13F filing for Q1 2025, filed 8 May 2025.