MAI Capital Management
Position in OBT — Orange County Bancorp, Inc. /DE/
CIK 1040197
INDEPENDENCE, OH
Position in OBT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,375
+$1,261 QoQ
Shares Held
43
+975.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OBT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026MAI Capital Management holds $63,965,514 across 267 Banks - Regional names. OBT ranks #161 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
197,620 | $10,278,216 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
35,531 | $7,393,645 | |
| 3 | FITB |
Fifth Third Bancorp
|
97,062 | $4,509,500 | |
| 4 | JMSB |
John Marshall Bancorp, Inc.
|
198,116 | $4,017,792 | |
| 5 | OZK |
Bank OZK
|
84,762 | $3,889,728 | |
| 6 | CHCO |
City Holding Co
|
28,352 | $3,388,631 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
171,808 | $2,688,795 | |
| 8 | EFSC |
Enterprise Financial Services Corp
|
40,353 | $2,183,500 |
All Filings in OBT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,375 | 43 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $114 | 4 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||