Position in OVLY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,824
+$2,622 QoQ
Shares Held
1,043
+0.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OVLY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $68,835,957 across 280 Banks - Regional names. OVLY ranks #86 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
55,192 | $11,484,903 | |
| 2 | TFC |
Truist Financial Corp
|
235,318 | $10,817,568 | |
| 3 | USB |
US Bancorp De
|
124,203 | $6,459,798 | |
| 4 | TCBK |
Trico Bancshares /
|
127,845 | $6,077,751 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
208,115 | $5,708,594 | |
| 6 | MTB |
M&T Bank Corp
|
26,401 | $5,457,614 | |
| 7 | CBC |
Central Bancompany, Inc.
|
162,250 | $3,885,887 | |
| 8 | FITB |
Fifth Third Bancorp
|
42,414 | $1,970,554 |
All Filings in OVLY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,824 | 1,043 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,202 | 1,038 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $29,184 | 1,036 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $27,703 | 1,017 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $25,159 | 1,008 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $29,484 | 1,008 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $26,782 | 1,008 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $25,169 | 1,008 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $24,978 | 1,008 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $30,189 | 1,008 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $25,280 | 1,008 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $25,391 | 1,008 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $23,849 | 1,008 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $22,831 | 1,008 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $18,012 | 1,008 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,337 | 1,008 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $18,597 | 1,008 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $17,539 | 1,008 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $17,680 | 1,008 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $18,315 | 1,008 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $17,287 | 1,008 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||