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OBT
Orange County Bancorp, Inc.• Banking
Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
22
Partial Q3 2026
Total 13F value
$44M
Filed positions so far
New positions
3
This quarter
Sold positions
2
This quarter
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Orange Investment Advisors, Inc. | $39.2M | 1.06M | 4.89% | Unchanged |
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | $1.2M | 32.7K | 0.02% | New Position |
Carnegie Investment Counsel | $1.2M | 31.4K | 0.02% | Unchanged |
Summerhaven Investment Management, Llc | $913K | 24.7K | 0.51% | Exited |
Y-Intercept (Hong Kong) Ltd | $484K | 13.1K | 0.01% | +107.1% |
Culbertson A N & Co Inc | $476K | 12.9K | 0.06% | +122.1% |
Daytona Street Capital Llc | $303K | 8.0K | 0.22% | Unchanged |
Goalvest Advisory Llc | $151K | 4.1K | 0.03% | Unchanged |
State Of Alaska, Department Of Revenue | $35K | 989 | 0.00% | +107.8% |
Versant Capital Management, Inc | $31K | 842 | 0.00% | Unchanged |
Sterling Capital Management Llc | $11K | 301 | 0.00% | +60.1% |
Harbor Capital Advisors, Inc. | $8K | 207 | 0.00% | -1.4% |
Pension & Wealth Management Advisors, Inc. | $5K | 125 | 0.00% | New Position |
Ifp Advisors, Inc | $4K | 95 | 0.00% | Unchanged |
Sjs Investment Consulting Inc. | $3K | 80 | 0.00% | +1042.9% |
Farther Finance Advisors, Llc | $3K | 74 | 0.00% | +252.4% |
Essential Partners Llc | $2K | 66 | 0.00% | Unchanged |
Gamma Investing Llc | $2K | 42 | 0.00% | Unchanged |
Root Financial Partners, Llc | $1K | 30 | 0.00% | New Position |
Nisa Investment Advisors, Llc | $591 | 16 | 0.00% | -89.6% |
True Wealth Design, Llc | $481 | 13 | 0.00% | Unchanged |
Fortitude Family Office, Llc | $111 | 3 | 0.00% | Unchanged |