Sunbelt Securities, Inc.
Broker-DealerPosition in OVLY — Oak Valley Bancorp
CIK 1632932
HOUSTON, TX
Position in OVLY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$64
+$4 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Sunbelt Securities, Inc. holds $5,405,943 across 136 Banks - Regional names. OVLY ranks #106 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOMB |
Home Bancshares Inc
|
38,500 | $1,036,805 | |
| 2 | FCNCA |
First Citizens Bancshares Inc /De/
|
500 | $942,330 | |
| 3 | USB |
US Bancorp \De\
|
17,531 | $911,787 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,339 | $694,812 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,839 | $330,691 | |
| 6 | MTB |
M&T Bank Corp
|
1,570 | $324,550 | |
| 7 | STEL |
Stellar Bancorp, Inc.
|
6,808 | $249,240 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
12,381 | $193,762 |
All Filings in OVLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64 | 2 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $60 | 2 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $56 | 2 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||