Position in OVLY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$90,251
-$30,228 QoQ
Shares Held
2,783
-30.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026JPMORGAN CHASE & CO holds $13,712,363,285 across 294 Banks - Regional names. OVLY ranks #244 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
61,683,367 | $3,208,151,908 | |
| 2 | FITB |
Fifth Third Bancorp
|
30,208,077 | $1,403,467,247 | |
| 3 | NU |
Nu Holdings Ltd.
|
91,396,721 | $1,313,370,872 | |
| 4 | MTB |
M&T Bank Corp
|
4,004,229 | $827,754,212 | |
| 5 | BAP |
Credicorp Ltd
|
2,091,624 | $709,437,020 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
264,614 | $498,707,416 | |
| 7 | RF |
Regions Financial Corp
|
18,014,358 | $470,535,025 | |
| 8 | HDB |
Hdfc Bank Ltd
|
18,266,121 | $454,461,082 |
All Filings in OVLY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $90,251 | 2,783 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $120,479 | 4,008 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $168,934 | 5,997 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $132,167 | 4,852 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $275,882 | 11,053 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $688,456 | 23,537 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $285,758 | 10,755 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $120,104 | 4,810 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $2,967,130 | 119,739 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $3,400,312 | 113,533 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $121,160 | 4,831 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $141,969 | 5,636 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $288,462 | 12,192 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $271 | 12 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $214 | 12 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $206 | 12 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $221 | 12 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $14,232 | 818 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $89,997 | 5,131 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $87,688 | 4,826 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $408,580 | 23,824 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $363,960 | 21,899 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $66,500 | 5,803 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $82,938 | 6,541 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $186,281 | 11,835 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||