Position in OVBC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$783,911
-$483,906 QoQ
Shares Held
18,050
-37.6% QoQ
Ownership
0.383%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1
of 7 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OVBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AA Financial Advisors, LLC holds $2,375,688 across 5 Banks - Regional names. OVBC ranks #1 (33.0% of the industry book) .
All Filings in OVBC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $783,911 | 18,050 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,267,817 | 28,906 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,154,222 | 28,870 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,250,959 | 33,828 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $218,680 | 6,785 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||