Position in OVBC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$543,074
+$8,462 QoQ
Shares Held
12,382
-7.4% QoQ
Ownership
0.263%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in OVBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $92,117,699 across 59 Banks - Regional names. OVBC ranks #33 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
163,960 | $8,527,559 | |
| 2 | BPOP |
Popular, Inc.
|
56,390 | $7,565,846 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
32,469 | $6,756,474 | |
| 4 | NWG |
NatWest Group plc
|
420,712 | $6,268,608 | |
| 5 | KB |
KB Financial Group Inc.
|
53,032 | $5,288,881 | |
| 6 | LYG |
Lloyds Banking Group plc
|
1,048,126 | $5,272,073 | |
| 7 | SHG |
Shinhan Financial Group Co Ltd
|
81,018 | $4,968,023 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
163,539 | $4,870,191 |
All Filings in OVBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $543,074 | 12,382 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $534,612 | 13,372 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $466,946 | 12,627 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $300,190 | 9,314 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||