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

Wealth Enhancement Trust 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 Q2	$294	Buy	+8	New	+$278	﹤0.01%	1309

Other funds holding OBT

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Trust Services's OBT Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Orange County Bancorp (OBT) in Q2 2026: 8 shares worth $294. The stake represents ﹤0.01% of the portfolio and ranks #1309 among its holdings.

59 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

Wealth Enhancement Trust Services held 8 shares of Orange County Bancorp worth $294 as of Q2 2026.
Orange County Bancorp was a new Wealth Enhancement Trust Services position in Q2 2026.
Orange County Bancorp made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1309 holding.
59 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.