Wells Fargo
OBT icon

Wells Fargo’s Orange County Bancorp OBT Stock Holding History

Wells Fargo’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 		$401K Buy
10,890
+6,526
+150% +$227K ﹤0.01% 4778
2026
Q1 		$140K Sell
4,364
-8,637
-66% -$275K ﹤0.01% 4923
2025
Q4 		$371K Buy
13,001
+4,563
+54% +$120K ﹤0.01% 4692
2025
Q3 		$213K Buy
8,438
+2,661
+46% +$69.5K ﹤0.01% 4903
2025
Q2 		$149K Sell
5,777
-356
-6% -$8.69K ﹤0.01% 4940
2025
Q1 		$143K Buy
6,133
+135
+2% +$3.45K ﹤0.01% 4902
2024
Q4 		$167K Buy
5,998
+1,304
+28% +$37.5K ﹤0.01% 4896
2024
Q3 		$142K Buy
4,694
+204
+5% +$5.72K ﹤0.01% 4807
2024
Q2 		$119K Buy
4,490
+890
+25% +$20.9K ﹤0.01% 4833
2024
Q1 		$82.8K Buy
3,600
+466
+15% +$11.1K ﹤0.01% 5000
2023
Q4 		$94.4K Buy
3,134
+620
+25% +$14.8K ﹤0.01% 4936
2023
Q3 		$54.3K Sell
2,514
-1,368
-35% -$29.9K ﹤0.01% 5134
2023
Q2 		$71.8K Buy
3,882
+3,822
+6,370% +$67.5K ﹤0.01% 5231
2023
Q1 		$1.32K Buy
60
+2
+3% +$50 ﹤0.01% 6305
2022
Q4 		$1.35K Buy
58
+2
+4% +$45 ﹤0.01% 6097
2022
Q3 		$1K Buy
56
+42
+300% +$770 ﹤0.01% 6414
2022
Q2 		$0 Buy
14
+2
+17% +$38 ﹤0.01% 7285
2022
Q1 		$0 Hold
12
– – ﹤0.01% 7593
2021
Q4 		$0 Hold
12
– – ﹤0.01% 7631
2021
Q3 		$0 Buy
+12
New +$207 ﹤0.01% 7347

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

Wells Fargo's OBT Position: Q2 2026 in Review

Wells Fargo increased its Orange County Bancorp (OBT) stake by 150% in Q2 2026, buying an estimated $227K and bringing the position to 10,890 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #4778.

Wells Fargo first reported a position in OBT in Q3 2021 and has held it in 20 quarters since. 112 funds tracked by Wall St. Rank hold OBT as of Q2 2026.

  • Wells Fargo held 10,890 shares of Orange County Bancorp worth $401K as of Q2 2026.
  • Wells Fargo bought 6,526 Orange County Bancorp shares in Q2 2026, an estimated $227K.
  • Orange County Bancorp made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4778 holding.
  • Wells Fargo first reported a position in Orange County Bancorp in Q3 2021 and has held it in 20 quarters since.
  • 112 funds tracked by Wall St. Rank held Orange County Bancorp as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.