Ever Source Wealth Advisors, LLC Orange County Bancorp, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Orange County Bancorp, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 82 shares of OBT stock, worth $2,122. This represents 0.0% of its overall portfolio holdings.
Number of Shares
82
Previous 363
77.41%
Holding current value
$2,122
Previous $9,000
77.78%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding OBT
# of Institutions
93Shares Held
5.63MCall Options Held
0Put Options Held
0-
Hudson Valley Investment Advisors Inc1.16MShares$30.1 Million3.04% of portfolio
-
Wellington Management Group LLP Boston, MA592KShares$15.3 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA551KShares$14.3 Million0.0% of portfolio
-
Black Rock Inc. New York, NY327KShares$8.47 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A6316KShares$8.18 Million0.01% of portfolio
About Orange County Bancorp, Inc.
- Ticker OBT
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 5,642,120
- Market Cap $146M
- Description
- Orange County Bancorp, Inc., through its subsidiaries, provides commercial and consumer banking products and services, and trust and wealth management services to small businesses, middle-market enterprises, local municipal governments, and affluent individuals. It accepts various deposit products, including interest-bearing and noninterest-bear...