Position in OBT
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$150,798
New position
Shares Held
4,100
first reported quarter
Ownership
0.031%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1
of 3 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026GoalVest Advisory LLC holds $617,048 across 14 Banks - Regional names. OBT ranks #1 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OBT |
Orange County Bancorp, Inc. /DE/
This page
|
4,100 | $150,798 | |
| 2 | UMBF |
Umb Financial Corp
|
915 | $130,625 | |
| 3 | USB |
US Bancorp De
|
1,157 | $69,882 | |
| 4 | TFC |
Truist Financial Corp
|
1,094 | $54,503 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
680 | $47,647 | |
| 6 | KEY |
Keycorp /New/
|
1,476 | $34,021 | |
| 7 | FITB |
Fifth Third Bancorp
|
545 | $30,721 | |
| 8 | CFR |
Cullen/Frost Bankers, Inc.
|
194 | $29,976 |
All Filings in OBT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,798 | 4,100 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||