Wellington Management Group
OBT icon

Wellington Management Group’s Orange County Bancorp OBT Stock Holding History

Wellington Management 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
2026
Q2 		$3.62M Sell
98,314
-399,108
-80% -$13.9M ﹤0.01% 1518
2026
Q1 		$15.9M Sell
497,422
-76,848
-13% -$2.44M ﹤0.01% 1106
2025
Q4 		$16.4M Sell
574,270
-17,279
-3% -$454K ﹤0.01% 1111
2025
Q3 		$14.9M Sell
591,549
-374,861
-39% -$9.79M ﹤0.01% 1138
2025
Q2 		$25M Buy
966,410
+457,152
+90% +$11.2M ﹤0.01% 890
2025
Q1 		$11.9M Sell
509,258
-20,252
-4% -$518K ﹤0.01% 1153
2024
Q4 		$14.7M Hold
529,510
– – ﹤0.01% 1074
2024
Q3 		$16M Hold
529,510
– – ﹤0.01% 1024
2024
Q2 		$14M Sell
529,510
-8,782
-2% -$206K ﹤0.01% 1055
2024
Q1 		$12.4M Sell
538,292
-4,724
-0.9% -$112K ﹤0.01% 1067
2023
Q4 		$16.4M Hold
543,016
– – ﹤0.01% 990
2023
Q3 		$11.7M Hold
543,016
– – ﹤0.01% 1063
2023
Q2 		$10M Sell
543,016
-178,618
-25% -$3.15M ﹤0.01% 1106
2023
Q1 		$15.9M Sell
721,634
-834
-0.1% -$20.8K ﹤0.01% 993
2022
Q4 		$16.8M Hold
722,468
– – ﹤0.01% 956
2022
Q3 		$13.9M Sell
722,468
-8,750
-1% -$160K ﹤0.01% 1015
2022
Q2 		$13.9M Sell
731,218
-15,450
-2% -$293K ﹤0.01% 1040
2022
Q1 		$14.9M Hold
746,668
– – ﹤0.01% 1085
2021
Q4 		$15.7M Buy
746,668
+500,774
+204% +$9.33M ﹤0.01% 1134
2021
Q3 		$4.32M Buy
+245,894
New +$4.24M ﹤0.01% 1540

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

Wellington Management Group's OBT Position: Q2 2026 in Review

Wellington Management Group reduced its Orange County Bancorp (OBT) stake by 80% in Q2 2026, selling an estimated $13.9M and leaving 98,314 shares worth $3.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Wellington Management Group first reported a position in OBT in Q3 2021 and has held it in 20 quarters since. The position peaked at $25M in Q2 2025. 111 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Wellington Management Group held 98,314 shares of Orange County Bancorp worth $3.62M as of Q2 2026.
  • Wellington Management Group sold 399,108 Orange County Bancorp shares in Q2 2026, an estimated $13.9M.
  • Orange County Bancorp made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1518 holding.
  • Wellington Management Group first reported a position in Orange County Bancorp in Q3 2021 and has held it in 20 quarters since.
  • Wellington Management Group's Orange County Bancorp position peaked at $25M in Q2 2025.
  • 111 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.