Position in OVLY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$97
-$31,425 QoQ
Shares Held
3
-99.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 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, 2026Arax Advisory Partners holds $22,059,585 across 220 Banks - Regional names. OVLY ranks #213 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
34,187 | $7,113,972 | |
| 2 | FULT |
Fulton Financial Corp
|
99,869 | $2,031,335 | |
| 3 | BFST |
Business First Bancshares, Inc.
|
54,565 | $1,475,437 | |
| 4 | TFC |
Truist Financial Corp
|
26,503 | $1,218,342 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
15,577 | $934,152 | |
| 6 | FITB |
Fifth Third Bancorp
|
15,157 | $704,194 | |
| 7 | USB |
US Bancorp De
|
12,457 | $647,888 | |
| 8 | FHN |
First Horizon Corp
|
23,610 | $537,363 |
All Filings in OVLY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97 | 3 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $31,522 | 1,119 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $234 | 8 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $212 | 8 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $199 | 8 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||