Vanguard Group
OBT icon

Vanguard Group’s Orange County Bancorp OBT Stock Holding History

Vanguard 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
2025
Q4 		$16.5M Buy
577,955
+27,035
+5% +$710K ﹤0.01% 2714
2025
Q3 		$13.9M Buy
550,920
+8,793
+2% +$230K ﹤0.01% 2802
2025
Q2 		$14M Buy
542,127
+90,915
+20% +$2.22M ﹤0.01% 2734
2025
Q1 		$10.6M Buy
451,212
+28
+0% +$716 ﹤0.01% 2819
2024
Q4 		$12.5M Buy
451,184
+30,486
+7% +$877K ﹤0.01% 2826
2024
Q3 		$12.7M Buy
420,698
+13,200
+3% +$370K ﹤0.01% 2839
2024
Q2 		$10.8M Buy
407,498
+4,592
+1% +$108K ﹤0.01% 2872
2024
Q1 		$9.27M Buy
402,906
+4,984
+1% +$118K ﹤0.01% 3003
2023
Q4 		$12M Buy
397,922
+6,182
+2% +$148K ﹤0.01% 2848
2023
Q3 		$8.46M Buy
391,740
+18,912
+5% +$413K ﹤0.01% 2973
2023
Q2 		$6.9M Buy
372,828
+41,818
+13% +$738K ﹤0.01% 3152
2023
Q1 		$7.28M Buy
331,010
+6,858
+2% +$171K ﹤0.01% 3122
2022
Q4 		$7.55M Buy
324,152
+1,380
+0.4% +$31.3K ﹤0.01% 3089
2022
Q3 		$6.21M Buy
322,772
+89,522
+38% +$1.64M ﹤0.01% 3211
2022
Q2 		$4.43M Buy
233,250
+46,982
+25% +$892K ﹤0.01% 3435
2022
Q1 		$3.73M Buy
+186,268
New +$3.8M ﹤0.01% 3667

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 $823M AUM 31.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group's OBT Position: Q4 2025 in Review

Vanguard Group increased its Orange County Bancorp (OBT) stake by 4.9% in Q4 2025, buying an estimated $710K and bringing the position to 577,955 shares worth $16.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2714.

Vanguard Group first reported a position in OBT in Q1 2022 and has held it in 16 quarters since. 95 funds tracked by Wall St. Rank hold OBT as of Q4 2025.

  • Vanguard Group held 577,955 shares of Orange County Bancorp worth $16.5M as of Q4 2025.
  • Vanguard Group bought 27,035 Orange County Bancorp shares in Q4 2025, an estimated $710K.
  • Orange County Bancorp made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2714 holding.
  • Vanguard Group first reported a position in Orange County Bancorp in Q1 2022 and has held it in 16 quarters since.
  • 95 funds tracked by Wall St. Rank held Orange County Bancorp as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.