Position in OVLY
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$4,929
+$360 QoQ
Shares Held
152
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Essential Partners LLC holds $10,027,019 across 248 Banks - Regional names. OVLY ranks #107 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
12,771 | $2,657,517 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
26,775 | $1,605,696 | |
| 3 | WBS |
Webster Financial Corp
|
9,690 | $672,679 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
8,713 | $502,043 | |
| 5 | BPOP |
Popular, Inc.
|
3,246 | $435,515 | |
| 6 | TCBI |
Texas Capital Bancshares Inc/Tx
|
4,030 | $382,366 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
4,040 | $348,005 | |
| 8 | PB |
Prosperity Bancshares Inc
|
4,999 | $335,832 |
All Filings in OVLY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,929 | 152 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $4,569 | 152 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $4,084 | 145 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $2,288 | 84 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||