Orange Investment Advisors, Inc. OBT ORANGE COUNTY BANCORP INC COM

Ownership history in Orange Investment Advisors, Inc.  ·  54 quarters on record

AI Ownership Summary

Orange Investment Advisors, Inc. reported ORANGE COUNTY BANCORP INC COM (OBT) in 54 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 4.4% in 2026 Q1. The latest visible filing shows OBT at 4.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this OBT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Orange Investment Advisors, Inc.'s position in ORANGE COUNTY BANCORP INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

OBT was reported at 4.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.4% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Orange Investment Advisors, Inc. held OBT — position size vs. price
% of Fund (quarterly)    OBT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,061,490 -40,127 -3.6% 4.40% $33.9M 2026-04-14 $35.14
2025 Q4 REDUCED 5.2% +12.6% 1,101,617 -60,000 -5.2% 3.48% $31.5M 2026-02-06 $34.83
2025 Q3 UNCHANGED 1,161,617 0% 3.05% $29.3M 2025-10-16 $23.24
2025 Q2 REDUCED 1,161,617 -17,288 -1.5% 3.29% $30.0M 2025-07-21 $27.40
2025 Q1 ADDED 1,178,905 +576,721 +95.8% 3.29% $27.6M 2025-04-11 $20.76
2024 Q4 REDUCED 602,184 -734 -0.1% 3.79% $33.5M 2025-01-10 $24.94
2024 Q3 ADDED 602,918 +4,408 +0.7% 4.02% $36.4M 2024-10-25 $25.61
2024 Q2 REDUCED 598,510 -3,769 -0.6% 4.06% $31.2M 2024-07-02 $24.04
2024 Q1 ADDED 602,279 +3,769 +0.6% 3.32% $27.7M 2024-04-12 $22.02
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Orange Investment Advisors, Inc. and OBT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Orange Investment Advisors, Inc. reported owning OBT?

Orange Investment Advisors, Inc. reported OBT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported OBT position in Orange Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for OBT was 4.40% in 2026 Q1.

What is the latest reported OBT position on this page?

The most recent filing on this page is 2026 Q1, when Orange Investment Advisors, Inc. reported 1,061,490 shares, equal to 4.40% of portfolio, with an estimated market value of $33.9M.

What does the chart on this OBT ownership page compare?

The chart compares Orange Investment Advisors, Inc.'s quarterly OBT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Orange Investment Advisors, Inc. time their OBT position?

Based on 13F filing dates vs. subsequent OBT price moves, Orange Investment Advisors, Inc. correctly timed 22 out of 47 reported position changes (47%). The annualised alpha on OBT relative to SPY over the holding period was -1.0%.

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