Orange Investment Advisors, Inc.

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

CIK 943442 GOSHEN, NY

Position in OBT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$39,020,711

+$5,074,261 QoQ

Shares Held

1,060,922

-0.1% QoQ

Ownership

7.91%

of shares outstanding

% of Portfolio

6.46%

of 13F equity value

Holder Rank

of 111 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Financial Services · as of Jun 30, 2026

Orange Investment Advisors, Inc. holds $42,101,809 across 3 Banks - Regional names. OBT ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OBT	Orange County Bancorp, Inc. /DE/ This page	1,060,922	$39,020,711
2	WBS	Webster Financial Corp	36,210	$2,767,168
3	PNC	Pnc Financial Services Group, Inc.	1,275	$313,930

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,020,711	1,060,922	-0.1%	Shares	Sole	2026-07-21
2026-03-31	$33,946,450	1,061,490	-3.6%	Shares	Sole	2026-04-22
2025-12-31	$31,451,165	1,101,617	-5.2%	Shares	Sole	2026-02-06
2025-09-30	$29,284,364	1,161,617	0.0%	Shares	Sole	2025-10-16
2025-06-30	$30,016,183	1,161,617	-1.5%	Shares	Sole	2025-07-21
2025-03-31	$27,574,587	1,178,905	+95.8%	Shares	Sole	2025-04-11
2024-12-31	$33,463,364	602,184	-0.1%	Shares	Sole	2025-01-10
2024-09-30	$36,368,013	602,918	+0.7%	Shares	Sole	2024-10-25
2024-06-30	$31,649,208	598,510	-0.6%	Shares	Sole	2024-07-02
2024-03-31	$27,704,834	602,279	+0.6%	Shares	Sole	2024-04-12
2023-12-31	$36,054,242	598,510	-1.3%	Shares	Sole	2024-01-12
2023-09-30	$26,188,519	606,637	-0.9%	Shares	Sole	2023-10-27
2023-06-30	$22,656,580	612,340	-0.4%	Shares	Sole	2023-07-17
2023-03-31	$27,049,528	614,762	+0.6%	Shares	Sole	2023-04-06
2022-12-31	$28,459,588	610,983	+0.2%	Shares	Sole	2023-02-01
2022-09-30	$23,464,826	609,476	-2.3%	Shares	Sole	2022-10-11
2022-06-30	$23,695,330	624,054	-1.2%	Shares	Sole	2022-07-18
2022-03-31	$25,265,794	631,487	+0.6%	Shares	Sole	2022-04-20
2021-12-31	$25,237,037	627,787	+0.0%	Shares	Sole	2022-01-24
2021-09-30	$22,063,303	627,690	-0.3%	Shares	Sole	2021-10-26
2021-06-30	$21,408,610	629,665	+0.4%	Shares	Sole	2021-07-07
2021-03-31	$19,282,617	627,077	-1.4%	Shares	Sole	2021-04-23
2020-12-31	$17,329,392	635,941	-0.2%	Shares	Sole	2021-01-15
2020-09-30	$15,129,486	637,031	-1.5%	Shares	Sole	2020-10-13
2020-06-30	$15,366,986	647,031	-0.3%	Shares	Sole	2020-07-07
2020-03-31	$16,228,525	649,141	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.