WPA
OBT icon

Wealth Preservation Advisors’s Orange County Bancorp OBT Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-2
Closed -$64 – 661
2026
Q1 		$64 Buy
+2
New +$64 ﹤0.01% 966

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

Wealth Preservation Advisors's OBT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Orange County Bancorp (OBT) in Q2 2026, closing a stake of 2 shares — an estimated $64 sold.

Wealth Preservation Advisors first reported a position in OBT in Q1 2026 and held it in 1 quarter. The position peaked at $64 in Q1 2026. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Orange County Bancorp position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 2 Orange County Bancorp shares in Q2 2026, an estimated $64.
  • Wealth Preservation Advisors first reported a position in Orange County Bancorp in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Orange County Bancorp position peaked at $64 in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.