Filing Research | OBT - ORANGE CNTY BANCORP INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	Orange Investment Advisors, Inc.	Shares	1.1MSH	$39.0M
2	SummerHaven Investment Management, LLC	Shares	27.2KSH	$999.9K
3	Y-Intercept (Hong Kong) Ltd	Shares	6.3KSH	$232.6K
4	GoalVest Advisory LLC	Shares	4.1KSH	$150.8K
5	Police & Firemen's Retirement System of New Jersey	Shares	4.1KSH	$149.3K
6	Versant Capital Management, Inc	Shares	842SH	$31.0K
7	EverSource Wealth Advisors, LLC	Shares	102SH	$3.8K
8	IFP Advisors, Inc	Shares	95SH	$3.5K
9	GAMMA Investing LLC	Shares	42SH	$1.5K
10	Farther Finance Advisors, LLC	Shares	21SH	$777
11	True Wealth Design, LLC	Shares	13SH	$479
12	Wealth Enhancement Trust Services, Inc.	Shares	8SH	$294
13	SJS Investment Consulting Inc.	Shares	7SH	$258
14	Fortitude Family Office, LLC	Shares	3SH	$110
15	State of Alaska, Department of Revenue	Shares	476SH	$17

Manager changes2026-06-30 vs 2026-03-31

15 / 15 loaded

#		Instrument
1	Orange Investment Advisors, Inc. trimmed	Shares	-568	+$5.1M	$39.0M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+6.3K	+$232.6K	$232.6K
3	GoalVest Advisory LLC new	Shares	+4.1K	+$150.8K	$150.8K
4	SummerHaven Investment Management, LLC unchanged	Shares	0	+$130.5K	$999.9K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+1.2K	+$58.5K	$149.3K
6	Versant Capital Management, Inc trimmed	Shares	-16	+$3.5K	$31.0K
7	IFP Advisors, Inc added	Shares	+87	+$3.2K	$3.5K
8	Farther Finance Advisors, LLC added	Shares	+10	+$421	$777
9	Wealth Enhancement Trust Services, Inc. new	Shares	+8	+$294	$294
10	GAMMA Investing LLC unchanged	Shares	0	+$202	$1.5K
11	SJS Investment Consulting Inc. added	Shares	+3	+$130	$258
12	True Wealth Design, LLC added	Shares	+2	+$127	$479
13	Fortitude Family Office, LLC new	Shares	+3	+$110	$110
14	State of Alaska, Department of Revenue unchanged	Shares	0	+$2	$17
15	EverSource Wealth Advisors, LLC trimmed	Shares	-280	-$8.5K	$3.8K

Filing Research | OBT - ORANGE CNTY BANCORP INC Institutional Holdings