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Orange County Ban shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Orange County Ban

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Orange County Ban by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $22k 814 27.36
2025-09-30 $17k 685 24.50

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Microsoft Corporation (MSFT)
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Ishares Tr Msci Intl Moment (IMTM)
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Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Wealth Enhancement Advisory Services

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