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Equibles

COMMONWEALTH EQUITY SERVICES, LLC

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

CIK 312272 WALTHAM, MA
Back to OBT Full portfolio

Position in OBT

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$637,323
+$99,164 QoQ
Shares Held
17,328
+3.0% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 111 holders
Holding Since
Jun 2023
13 quarters on record

Common Shares in OBT Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. OBT ranks #67 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 152,886 $37,643,590
2 USB
US Bancorp De
 606,349 $36,623,479
3 TFC
Truist Financial Corp
 598,369 $29,810,743
4 CFR
Cullen/Frost Bankers, Inc.
 87,174 $13,470,126
5 MTB
M&T Bank Corp
 55,678 $13,251,920
6 FITB
Fifth Third Bancorp
 199,782 $11,261,711
7 HBAN
Huntington Bancshares Inc /Md/
 548,854 $9,731,181
8 INDB
Independent Bank Corp
 98,821 $8,273,294

All Filings in OBT

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $637,323 17,328
2026-03-31 $538,159 16,828
2025-12-31 $480,439 16,828
2025-09-30 $425,393 16,874
2025-06-30 $436,592 16,896
2025-03-31 $394,612 16,871
2024-12-31 $466,454 8,394
2024-09-30 $506,326 8,394
2024-06-30 $443,874 8,394
2024-03-31 $386,124 8,394
2023-12-31 $505,654 8,394
2023-09-30 $362,368 8,394
2023-06-30 $310,578 8,394