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Equibles

FIRST TRUST ADVISORS LP

Position in OBT — Orange County Bancorp, Inc. /DE/

CIK 1125816 Wheaton, IL
Back to OBT Full portfolio

Position in OBT

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,450,823
+$239,485 QoQ
Shares Held
39,446
+4.1% QoQ
Ownership
0.294%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 111 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in OBT Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $6,372,168,381 across 203 Banks - Regional names. OBT ranks #157 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 11,072,514 $668,779,845
2 RF
Regions Financial Corp
 18,544,746 $560,051,329
3 PNC
Pnc Financial Services Group, Inc.
 1,759,998 $433,346,707
4 EWBC
East West Bancorp Inc
 3,124,825 $403,383,659
5 FNB
Fnb Corp/Pa/
 16,284,370 $310,705,779
6 WTFC
Wintrust Financial Corp
 1,749,346 $281,154,889
7 ASB
Associated Banc-Corp
 7,538,653 $231,964,352
8 FULT
Fulton Financial Corp
 8,530,330 $206,348,682

All Filings in OBT

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,450,823 39,446
2026-03-31 $1,211,338 37,878
2025-12-31 $1,091,580 38,234
2025-09-30 $810,577 32,153
2024-06-30 $638,790 12,080
2024-03-31 $559,820 12,170
2023-12-31 $710,229 11,790
2023-09-30 $496,843 11,509