CWM »

Orange County Ban shares owned by CWM

Quarter-by-quarter ownership of Orange County Ban (OBT) shares owned by CWM from 13F filings

Historical chart of CWM investment in Orange County Ban

Tip: Access up to 7 years of quarterly data

All positions including Orange County Ban held by CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Orange County Ban by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.0k 96 62.50
2024-06-30 $2.0k 29 68.97
2024-03-31 $0 1 0.00

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Orange County Ban

Hudson Valley Investment Advisors
BlackRock
BlackRock
Vanguard Group
Alliancebernstein
Manufacturers Life Insurance Company
Geode Capital Management
State Street Corporation
Northern Trust
Hennessy Advisors
American Century Companies
Bank of New York Mellon
Keybank National Association
Eagle Ridge Investment Management
Charles Schwab Investment Management

View all funds holding Orange County Ban