U.S. Capital Wealth Advisors, LLC
Position in OBT — Orange County Bancorp, Inc. /DE/
CIK 1808915
AUSTIN, TX
Position in OBT
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$863,396
+$92,604 QoQ
Shares Held
26,998
0.0% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026U.S. Capital Wealth Advisors, LLC holds $9,215,582 across 16 Banks - Regional names. OBT ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,247 | $2,350,171 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,515 | $1,147,616 | |
| 3 | OBT |
Orange County Bancorp, Inc. /DE/
This page
|
26,998 | $863,396 | |
| 4 | IBOC |
International Bancshares Corp
|
10,555 | $710,245 | |
| 5 | SSB |
SouthState Bank Corp
|
6,940 | $642,088 | |
| 6 | STEL |
Stellar Bancorp, Inc.
|
16,304 | $596,889 | |
| 7 | TFC |
Truist Financial Corp
|
12,174 | $559,638 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
8,509 | $490,288 |
All Filings in OBT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $863,396 | 26,998 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $770,792 | 26,998 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $680,619 | 26,998 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $697,628 | 26,998 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $631,483 | 26,998 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||