Position in OVBC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$122,472
-$17,133 QoQ
Shares Held
2,820
-11.4% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 72 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in OVBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $21,987,456,480 across 309 Banks - Regional names. OVBC ranks #289 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
30,552,978 | $1,845,399,864 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,374,537 | $1,655,842,642 | |
| 3 | IBN |
Icici Bank Ltd
|
54,395,929 | $1,579,113,812 | |
| 4 | NU |
Nu Holdings Ltd.
|
117,966,561 | $1,576,033,245 | |
| 5 | HDB |
Hdfc Bank Ltd
|
53,273,199 | $1,376,046,720 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
5,130,246 | $1,263,169,160 | |
| 7 | TFC |
Truist Financial Corp
|
22,539,416 | $1,122,913,697 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
12,264,969 | $859,406,370 |
All Filings in OVBC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,472 | 2,820 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $139,605 | 3,183 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $220,688 | 5,520 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $139,006 | 3,759 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $237,792 | 7,378 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $92,059 | 3,534 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $24,210 | 1,000 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $24,240 | 1,000 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $20,000 | 1,000 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $24 | 1 | Shares | Defined | 2024-10-17 | |
| 2022-12-31 | $1,373 | 52 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,373 | 301 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $603 | 20 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $240 | 8 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $681 | 23 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $29,210 | 1,092 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $60,463 | 2,473 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $558 | 23 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $75,024 | 3,179 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,181 | 396 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $29,901 | 1,326 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,593 | 320 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||