Position in OVBC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,163,254
+$38,337 QoQ
Shares Held
26,522
-5.7% QoQ
Ownership
0.563%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OVBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 202649 WEALTH MANAGEMENT, LLC holds $1,349,532 across 2 Banks - Regional names. OVBC ranks #1 (86.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OVBC |
Ohio Valley Banc Corp
This page
|
26,522 | $1,163,254 | |
| 2 | NU |
Nu Holdings Ltd.
|
12,963 | $186,278 |
All Filings in OVBC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,163,254 | 26,522 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,124,917 | 28,137 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,092,832 | 29,552 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,539,884 | 47,778 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||