Position in OVLY
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$13,101
+$10,486 QoQ
Shares Held
404
+364.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026HARBOR CAPITAL ADVISORS, INC. holds $39,872,416 across 98 Banks - Regional names. OVLY ranks #60 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIBK |
First Interstate Bancsystem Inc
|
200,193 | $6,686,446 | |
| 2 | FHB |
First Hawaiian, Inc.
|
180,178 | $4,439,585 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,935 | $3,646,817 | |
| 4 | IBOC |
International Bancshares Corp
|
36,760 | $2,473,580 | |
| 5 | INDB |
Independent Bank Corp
|
29,784 | $2,240,054 | |
| 6 | WTFC |
Wintrust Financial Corp
|
14,015 | $1,947,244 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
21,125 | $1,819,707 | |
| 8 | HWC |
Hancock Whitney Corp
|
26,110 | $1,660,334 |
All Filings in OVLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,101 | 404 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,615 | 87 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,478 | 88 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,397 | 88 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,196 | 88 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,574 | 88 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $2,391 | 90 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||