Wealth Enhancement Advisory Services
OBT icon

Wealth Enhancement Advisory Services’s Orange County Bancorp OBT Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-814
Closed -$22.3K – 3790
2025
Q4 		$22.3K Buy
814
+129
+19% +$3.39K ﹤0.01% 3581
2025
Q3 		$16.8K Buy
+685
New +$17.9K ﹤0.01% 3522

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HVIA
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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 $3.38T AUM 44.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's OBT Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Orange County Bancorp (OBT) in Q1 2026, closing a stake of 814 shares — an estimated $22.3K sold.

Wealth Enhancement Advisory Services first reported a position in OBT in Q3 2025 and held it in 2 quarters. The position peaked at $22.3K in Q4 2025. 104 funds tracked by Wall St. Rank hold OBT as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Orange County Bancorp position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 814 Orange County Bancorp shares in Q1 2026, an estimated $22.3K.
  • Wealth Enhancement Advisory Services first reported a position in Orange County Bancorp in Q3 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Orange County Bancorp position peaked at $22.3K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Orange County Bancorp as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.