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Orange County Ban shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in Orange County Ban

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Orange County Ban by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $151k 4.1k 36.78

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Vanguard S&p 500 Etf Etf (VOO)
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Goldman Sachs Municipal Income Etf Etf (GMUB)
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State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Ftse Europe Etf Etf (VGK)

View all positions for GoalVest Advisory

Top funds holding Orange County Ban

BlackRock
Hudson Valley Investment Advisors
Wellington Management Company
Vanguard Capital Management
Manufacturers Life Insurance Company
Geode Capital Management
American Century Companies
Alliancebernstein
Banc Funds Company
State Street Corporation
Dimensional Fund Advisors
Morgan Stanley
Northern Trust
Marshall Wace
Brown Brothers Harriman & Co.

View all funds holding Orange County Ban