MAI Wealth Advisors »

Orange County Ban shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Orange County Ban

Tip: Access up to 7 years of quarterly data

All positions including Orange County Ban held by MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $115 4 28.75

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Orange County Ban

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

View all funds holding Orange County Ban