Position in OVLY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$32
+$2 QoQ
Shares Held
1
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
Mar 2023
13 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $28,508,042 across 51 Banks - Regional names. OVLY ranks #51 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLBC |
Plumas Bancorp
|
106,283 | $5,188,736 | |
| 2 | PKBK |
Parke Bancorp, Inc.
|
91,336 | $2,593,942 | |
| 3 | BCML |
BayCom Corp
|
80,010 | $2,378,697 | |
| 4 | FSUN |
Firstsun Capital Bancorp
|
58,322 | $2,126,420 | |
| 5 | CWBC |
Community West Bancshares
|
74,077 | $1,725,994 | |
| 6 | BANR |
Banner Corp
|
28,261 | $1,714,877 | |
| 7 | INBK |
First Internet Bancorp
|
76,899 | $1,567,201 | |
| 8 | MCHB |
Mechanics Bancorp
|
103,285 | $1,523,453 |
All Filings in OVLY
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32 | 1 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $30 | 1 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $28 | 1 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $27 | 1 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $24 | 1 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $29 | 1 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $26 | 1 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $24 | 1 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $24 | 1 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $29 | 1 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $25 | 1 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $25 | 1 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $23 | 1 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||