Position in OVLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,800
-$2,301 QoQ
Shares Held
320
-20.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 84 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OVLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026HARBOR CAPITAL ADVISORS, INC. holds $46,409,114 across 98 Banks - Regional names. OVLY ranks #69 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIBK |
First Interstate Bancsystem Inc
|
199,119 | $7,678,028 | |
| 2 | FHB |
First Hawaiian, Inc.
|
174,140 | $5,102,302 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,957 | $4,072,106 | |
| 4 | IBOC |
International Bancshares Corp
|
37,484 | $2,846,909 | |
| 5 | INDB |
Independent Bank Corp
|
30,537 | $2,556,557 | |
| 6 | WTFC |
Wintrust Financial Corp
|
14,061 | $2,259,883 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
21,307 | $2,149,450 | |
| 8 | HWC |
Hancock Whitney Corp
|
27,426 | $2,049,270 |
All Filings in OVLY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,800 | 320 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,101 | 404 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3 | 87 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2 | 88 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2 | 88 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,196 | 88 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $3 | 88 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2 | 90 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||