Position in OVLY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$194
+$104 QoQ
Shares Held
6
+100.0% 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 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, 2026ROTHSCHILD INVESTMENT LLC holds $12,255,147 across 253 Banks - Regional names. OVLY ranks #217 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
25,542 | $1,186,681 | |
| 2 | PNFP |
Pinnacle Financial Partners, Inc.
|
13,330 | $1,148,246 | |
| 3 | WTFC |
Wintrust Financial Corp
|
5,859 | $814,049 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
12,422 | $744,947 | |
| 5 | KEY |
Keycorp /New/
|
32,779 | $657,218 | |
| 6 | USB |
US Bancorp De
|
11,480 | $597,074 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
2,767 | $575,785 | |
| 8 | OSBC |
Old Second Bancorp Inc
|
28,305 | $570,628 |
All Filings in OVLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $194 | 6 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $90 | 3 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $56 | 2 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||