PENSION & WEALTH MANAGEMENT ADVISORS, INC. → OBT

PENSION & WEALTH MANAGEMENT ADVISORS, INC. OBT Position History

Orange County Bancorp, Inc. • Banking

Quarters held

Latest value

$5K

Q3 2026

Peak value

$5K

First seen

Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

Quarter	Value	Shares	% Portfolio	Change
Q3 2026	$5K	125	—	—

Other funds holding OBT

Orange Investment Advisors, Inc.

$39.2M

Orange Investment Advisors, Inc.

$39M

Orange Investment Advisors, Inc.

$33.9M

Orange Investment Advisors, Inc.

$33.9M

Orange Investment Advisors, Inc.

$31.5M

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$11.3M

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$11.3M

BlackRock Finance, Inc.

$10M

Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions

FIS

FIDELITY TOTAL BOND ETF

$30.2M

FIS

FIDELITY TOTAL BOND ETF

$27.4M

STT-PG

STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF

$27.2M

FIS

FIDELITY TOTAL BOND ETF

$26.9M

FIS

FIDELITY TOTAL BOND ETF

$26.8M

STT-PG

STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF

$26.2M

STT-PG

STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF

$25.7M

STT-PG

STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF

$25.7M