OBT — Orange Cnty Bancorp Inc Com Institutional Holders · Q3 2026
Who owns Orange Cnty Bancorp Inc Com (OBT)? 5 institutions reported holding $186,893 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: GoalVest Advisory LLC ($151,495), Versant Capital Management, Inc ($31,112), Farther Finance Advisors, LLC ($2,734).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GoalVest Advisory LLC | $151,495 | 4,100 | Hold |
| 2 | Versant Capital Management, Inc | $31,112 | 842 | Hold |
| 3 | Farther Finance Advisors, LLC | $2,734 | 74 | Added |
| 4 | GAMMA Investing LLC | $1,552 | 42 | Hold |
| 5 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30