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Equibles

Carnegie Investment Counsel

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

CIK 1511506 PEPPER PIKE, OH
Back to OBT Full portfolio

Position in OBT

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$1,155,921
+$150,854 QoQ
Shares Held
31,428
0.0% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#35
of 111 holders
Holding Since
Mar 2025
6 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

Carnegie Investment Counsel holds $22,097,055 across 10 Banks - Regional names. OBT ranks #6 (5.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HBAN
Huntington Bancshares Inc /Md/
 343,372 $6,087,985
2 TFC
Truist Financial Corp
 104,478 $5,205,093
3 USB
US Bancorp De
 61,987 $3,744,014
4 PNC
Pnc Financial Services Group, Inc.
 6,795 $1,673,064
5 CFR
Cullen/Frost Bankers, Inc.
 8,623 $1,332,425
6 OBT
Orange County Bancorp, Inc. /DE/
This page 		31,428 $1,155,921
7 MTB
M&T Bank Corp
 3,980 $947,279
8 KEY
Keycorp /New/
 40,468 $932,787

All Filings in OBT

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,155,921 31,428
2026-03-31 $1,005,067 31,428
2025-12-31 $810,820 28,400
2025-09-30 $715,964 28,400
2025-06-30 $733,856 28,400
2025-03-31 $664,276 28,400