DIMENSIONAL FUND ADVISORS LP
Position in OBT — Orange County Bancorp, Inc. /DE/
CIK 354204
AUSTIN, TX
Position in OBT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$4,059,411
+$1,269,193 QoQ
Shares Held
126,936
+29.9% QoQ
Ownership
0.947%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 82%
Shared 11%
None 7%
Common Shares in OBT Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $23,877,424,142 across 288 Banks - Regional names. OBT ranks #244 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,369,212 | $539,302,712 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,918,284 | $507,263,473 | |
| 3 | SSB |
SouthState Bank Corp
|
4,934,851 | $456,572,411 | |
| 4 | WBS |
Webster Financial Corp
|
6,327,138 | $439,229,916 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,035,295 | $433,740,309 | |
| 6 | BPOP |
Popular, Inc.
|
3,222,266 | $432,331,427 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,477,126 | $430,831,998 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,070,265 | $430,801,441 |
All Filings in OBT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,059,411 | 126,936 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,790,218 | 97,731 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,114,764 | 83,886 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,743,269 | 67,464 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,062,232 | 45,414 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $956,414 | 17,211 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $738,617 | 12,245 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $399,983 | 7,564 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $316,940 | 6,890 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $352,041 | 5,844 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $210,754 | 4,882 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||