Position in OVLY
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$626,126
+$52,462 QoQ
Shares Held
19,307
+1.2% QoQ
Ownership
0.229%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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, 2026BANK OF AMERICA CORP /DE/ holds $12,150,774,423 across 275 Banks - Regional names. OVLY ranks #214 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
37,921,435 | $1,743,248,364 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
7,991,138 | $1,662,875,904 | |
| 3 | USB |
US Bancorp De
|
15,820,033 | $822,799,913 | |
| 4 | FITB |
Fifth Third Bancorp
|
16,909,345 | $785,608,164 | |
| 5 | NU |
Nu Holdings Ltd.
|
45,966,932 | $660,544,809 | |
| 6 | DB |
Deutsche Bank Aktiengesellschaft
|
21,420,171 | $637,892,690 | |
| 7 | IBN |
Icici Bank Ltd
|
12,932,141 | $334,942,449 | |
| 8 | MTB |
M&T Bank Corp
|
1,608,603 | $332,530,410 |
All Filings in OVLY
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $626,126 | 19,307 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $573,664 | 19,084 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $459,987 | 16,329 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $349,189 | 12,819 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $343,573 | 13,765 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $304,024 | 10,394 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $213,914 | 8,051 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $172,767 | 6,919 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $84,152 | 3,396 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $231,183 | 7,719 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $256,919 | 10,244 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $169,427 | 6,726 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,377 | 819 | Shares | Defined | 2023-05-12 | |
| 2022-03-31 | $1,420 | 77 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $22,794 | 1,310 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $49,252 | 2,808 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $89,360 | 4,918 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $314,187 | 18,320 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $103,276 | 6,214 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $51,947 | 4,533 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $75,191 | 5,930 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $60,630 | 3,852 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||