Orange County Bancorp, Inc. /DE/ (OBT) — Institutional Holders, Q2 2026 (page 2)
112 institutional investment managers reported a OBT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $265.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 112. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
OBT 13F holders ranked 101–112 of 112
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Covestor Ltd#101 · 17 sh | 17 | $1.0K | <0.01% | +142.9% |
| 102 | Farther Finance Advisors#102 · 21 sh | 21 | $777.00 | — | +90.9% |
| 103 | Larson Financial Group#103 · 19 sh | 19 | $699.00 | 0.00% | New |
| 104 | Clearstead Advisors#104 · 17 sh | 17 | $626.00 | 0.00% | New |
| 105 | Basecamp Wealth Advisors#105 · 17 sh | 17 | $625.00 | <0.01% | +41.7% |
| 106 | True Wealth Design#106 · 13 sh | 13 | $479.00 | — | +18.2% |
| 107 | Wealth Enhancement Services#107 · 8 sh | 8 | $294.00 | — | New |
| 108 | SJS Investment Consulting#108 · 7 sh | 7 | $258.00 | — | +75.0% |
| 109 | Fortitude Family Office#109 · 3 sh | 3 | $110.00 | — | New |
| 110 | JPL Wealth Management#110 · 1 sh | 1 | $37.00 | 0.00% | 0.0% |
| 111 | Keating Financial Advisory Services#111 · 1 sh | 1 | $37.00 | 0.00% | 0.0% |
| 112 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#112 · 164 sh | 164 | — | — | -74.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.